-6.4%
HAL vs EMB
+29.8%
-36.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.3% |
| 7D | +6.1% | -0.9% | +7.0% | +6.8% |
| 30D | +2.9% | +0.4% | +2.5% | +2.5% |
| 3M | +3.3% | -3.1% | +6.5% | +5.8% |
| 6M | -16.9% | -2.1% | -14.9% | -15.9% |
| YTD | +21.2% | -1.1% | +22.3% | +21.2% |
| 1Y | +27.5% | -0.1% | +27.6% | +26.0% |
| 3Y | -6.4% | +29.6% | -36.0% | -24.8% |
| All | -6.4% | +29.8% | -36.2% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling