-4.6%
HAL vs EME
+248.9%
-253.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.2% |
| 7D | +0.5% | +5.2% | -4.7% | -0.5% |
| 30D | +15.9% | -5.4% | +21.3% | +17.0% |
| 3M | -8.7% | -6.1% | -2.6% | -8.2% |
| 6M | +9.0% | +9.7% | -0.6% | +5.4% |
| YTD | +32.0% | +26.6% | +5.4% | +22.8% |
| 1Y | +72.5% | +24.6% | +47.8% | +58.6% |
| All | -4.6% | +248.9% | -253.5% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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