-6.4%
HAL vs ED
+50.2%
-56.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.7% | +3.3% |
| 7D | +6.1% | +2.1% | +4.0% | +6.4% |
| 30D | +2.9% | +10.4% | -7.5% | +4.3% |
| 3M | +3.3% | +12.5% | -9.2% | +5.0% |
| 6M | -16.9% | +14.9% | -31.8% | -15.2% |
| YTD | +21.2% | +24.8% | -3.6% | +25.0% |
| 1Y | +27.5% | +23.8% | +3.7% | +31.5% |
| 3Y | -6.4% | +51.6% | -58.1% | -8.5% |
| All | -6.4% | +50.2% | -56.6% | -8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling