+498.3%
HAL vs EMR
+4,492.2%
-3,993.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.3% | -2.9% |
| 7D | -7.9% | +2.1% | -10.0% | -9.4% |
| 30D | -2.1% | +4.8% | -6.8% | -5.5% |
| 3M | +0.4% | +7.5% | -7.0% | -5.3% |
| 6M | -19.2% | +20.9% | -40.1% | -31.0% |
| YTD | +14.4% | +29.2% | -14.8% | -9.1% |
| 1Y | +18.0% | +33.0% | -15.0% | -8.4% |
| 3Y | -9.7% | +109.8% | -119.4% | -50.5% |
| 5Y | +40.1% | +91.9% | -51.8% | -17.6% |
| 10Y | -19.1% | +301.5% | -320.6% | -67.2% |
| All | +498.3% | +4,492.2% | -3,993.9% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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