+53.1%
HAL vs ELV
+8.6%
+44.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -0.2% | -1.1% | +0.9% | -0.1% |
| 30D | +1.0% | +1.8% | -0.7% | +0.7% |
| 3M | -2.1% | +10.5% | -12.6% | -3.8% |
| 6M | -17.5% | +13.5% | -30.9% | -19.6% |
| YTD | +18.1% | +24.3% | -6.2% | +12.7% |
| 1Y | +19.7% | +38.9% | -19.2% | +11.6% |
| 3Y | -7.9% | -1.5% | -6.5% | -9.3% |
| 5Y | +53.1% | +7.3% | +45.8% | +37.6% |
| All | +53.1% | +8.6% | +44.4% | +37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling