-19.1%
HAL vs EMB
+30.9%
-50.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.9% |
| 7D | -7.9% | +0.8% | -8.7% | -9.2% |
| 30D | -2.1% | +1.5% | -3.6% | -4.5% |
| 3M | +0.4% | -1.9% | +2.4% | +3.4% |
| 6M | -19.2% | -1.6% | -17.6% | -17.6% |
| YTD | +14.4% | 0.0% | +14.4% | +13.1% |
| 1Y | +18.0% | +1.1% | +16.9% | +14.5% |
| 3Y | -9.7% | +30.9% | -40.6% | -44.8% |
| 5Y | +40.1% | +7.1% | +33.1% | +32.9% |
| 10Y | -19.1% | +31.1% | -50.3% | -32.8% |
| All | -19.1% | +30.9% | -50.0% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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