+6.4%
HAL vs EL
+32.7%
-26.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.1% |
| 7D | +0.5% | +1.7% | -1.2% | -0.1% |
| 30D | +15.9% | +15.5% | +0.4% | +10.1% |
| 3M | -8.7% | +20.6% | -29.3% | -14.9% |
| 6M | +9.0% | +10.5% | -1.4% | +2.8% |
| YTD | +32.0% | -1.9% | +33.9% | +28.1% |
| 1Y | +72.5% | +16.1% | +56.4% | +55.5% |
| 3Y | -4.5% | -30.2% | +25.7% | -3.3% |
| 5Y | +109.7% | -67.4% | +177.1% | +201.7% |
| All | +6.4% | +32.7% | -26.2% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 10y: compounded portfolio wealth divided by compounded EL 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…
10y analysis · Full analysis span regression · 6 months rolling