+498.3%
HAL vs EIX
+1,174.9%
-676.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.3% |
| 7D | -7.9% | +0.7% | -8.6% | -8.2% |
| 30D | -2.1% | +8.8% | -10.8% | -4.7% |
| 3M | +0.4% | -10.9% | +11.3% | +1.9% |
| 6M | -19.2% | -10.3% | -9.0% | -18.7% |
| YTD | +14.4% | +5.8% | +8.5% | +8.4% |
| 1Y | +18.0% | +11.4% | +6.6% | +9.9% |
| 3Y | -9.7% | +11.1% | -20.8% | -17.5% |
| 5Y | +40.1% | +18.5% | +21.7% | +24.4% |
| 10Y | -19.1% | +32.2% | -51.3% | -31.3% |
| All | +498.3% | +1,174.9% | -676.5% | +165.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling