+497.6%
HAL vs ED
+2,460.7%
-1,963.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.6% |
| 7D | -12.0% | +1.6% | -13.6% | -12.6% |
| 30D | +0.3% | +13.3% | -13.0% | -4.4% |
| 3M | -1.6% | +9.7% | -11.3% | -5.2% |
| 6M | -20.5% | +12.8% | -33.3% | -24.4% |
| YTD | +14.2% | +22.3% | -8.1% | +5.0% |
| 1Y | +18.9% | +26.3% | -7.4% | +7.8% |
| 3Y | -13.7% | +45.0% | -58.8% | -27.6% |
| 5Y | +42.2% | +80.2% | -38.0% | +7.8% |
| 10Y | -16.7% | +129.9% | -146.6% | -46.2% |
| All | +497.6% | +2,460.7% | -1,963.1% | +64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling