-17.4%
HAL vs ED
+143.7%
-161.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.5% |
| 7D | +2.6% | -1.7% | +4.4% | +2.9% |
| 30D | -0.1% | +10.7% | -10.8% | -2.0% |
| 3M | -1.1% | +11.6% | -12.8% | -3.2% |
| 6M | -20.7% | +13.5% | -34.2% | -22.8% |
| YTD | +17.5% | +23.1% | -5.6% | +12.4% |
| 1Y | +24.1% | +23.1% | +1.0% | +18.7% |
| 3Y | -8.4% | +47.9% | -56.3% | -17.7% |
| 5Y | +53.2% | +83.9% | -30.6% | +29.7% |
| All | -17.4% | +143.7% | -161.2% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ED wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling