-4.5%
HAL vs ELV
-6.4%
+1.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.6% | -0.7% |
| 7D | +0.5% | -0.3% | +0.7% | +0.5% |
| 30D | +15.9% | +2.0% | +14.0% | +15.8% |
| 3M | -8.7% | -3.5% | -5.2% | -8.5% |
| 6M | +9.0% | +40.2% | -31.2% | +6.7% |
| YTD | +32.0% | +15.8% | +16.2% | +30.6% |
| 1Y | +72.5% | +33.2% | +39.3% | +68.9% |
| 3Y | -4.5% | -6.2% | +1.7% | -4.0% |
| All | -4.5% | -6.4% | +1.8% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling