+39.2%
HAL vs EMB
+132.1%
-92.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | +17.0% | -0.3% | +17.3% | +17.3% |
| 3M | -9.7% | -0.4% | -9.2% | -9.4% |
| 6M | +8.6% | +0.1% | +8.5% | +7.9% |
| YTD | +33.0% | +1.6% | +31.4% | +29.9% |
| 1Y | +68.3% | +5.6% | +62.7% | +57.1% |
| 3Y | +0.1% | +29.8% | -29.7% | -26.5% |
| 5Y | +102.6% | +7.3% | +95.4% | +85.9% |
| 10Y | +3.8% | +30.4% | -26.6% | -15.1% |
| All | +39.2% | +132.1% | -92.9% | -0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling