+72.5%
HAL vs ED
+14.2%
+58.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.5% |
| 7D | +0.5% | +0.5% | -0.1% | +0.6% |
| 30D | +15.9% | +1.1% | +14.8% | +16.3% |
| 3M | -8.7% | +4.6% | -13.4% | -7.2% |
| 6M | +9.0% | -2.0% | +11.0% | +8.9% |
| YTD | +32.0% | +11.7% | +20.3% | +37.2% |
| 1Y | +72.5% | +15.7% | +56.7% | +76.7% |
| All | +72.5% | +14.2% | +58.2% | +76.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling