+94.6%
HAL vs ELAN
-31.8%
+126.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | +0.1% | -2.4% |
| 7D | -3.3% | -6.4% | +3.1% | -2.2% |
| 30D | +7.2% | +0.6% | +6.6% | +7.0% |
| 3M | -8.8% | 0.0% | -8.7% | -9.2% |
| 6M | +3.0% | -3.4% | +6.4% | +2.2% |
| YTD | +29.4% | +1.0% | +28.4% | +27.1% |
| 1Y | +62.8% | +24.7% | +38.1% | +52.7% |
| 3Y | -6.4% | +97.2% | -103.7% | -25.0% |
| All | +94.6% | -31.8% | +126.4% | +92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 5y: compounded portfolio wealth divided by compounded ELAN 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…
5y analysis · Full analysis span regression · 6 months rolling