+25.6%
HAL vs EIX
+18.9%
+6.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.1% | -6.3% | -2.9% |
| 7D | -7.7% | +4.5% | -12.2% | -7.4% |
| 30D | +0.7% | +15.2% | -14.5% | +1.7% |
| 3M | +2.5% | -11.6% | +14.0% | +2.5% |
| 6M | -20.7% | -8.4% | -12.3% | -21.4% |
| YTD | +18.4% | +8.2% | +10.2% | +5.7% |
| 1Y | +25.6% | +16.6% | +9.0% | +11.5% |
| All | +25.6% | +18.9% | +6.7% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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