+68.3%
HAL vs ELV
+34.8%
+33.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.6% |
| 7D | +2.9% | +3.3% | -0.4% | +2.9% |
| 30D | +17.0% | +4.2% | +12.9% | +17.0% |
| 3M | -9.7% | -0.1% | -9.6% | -9.5% |
| 6M | +8.6% | +41.3% | -32.6% | +7.5% |
| YTD | +33.0% | +17.4% | +15.5% | +32.7% |
| 1Y | +68.3% | +35.1% | +33.3% | +69.2% |
| All | +68.3% | +34.8% | +33.5% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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