-20.8%
HAL vs ENB
+99.3%
-120.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.8% |
| 7D | -6.5% | -2.4% | -4.1% | -4.1% |
| 30D | -2.1% | +2.5% | -4.6% | -4.6% |
| 3M | -4.9% | -5.8% | +0.9% | +0.9% |
| 6M | -19.3% | -8.5% | -10.8% | -12.1% |
| YTD | +14.3% | +3.9% | +10.4% | +7.6% |
| 1Y | +17.3% | +3.7% | +13.6% | +10.5% |
| 3Y | -10.9% | +70.1% | -81.0% | -52.7% |
| 5Y | +47.4% | +53.2% | -5.8% | -9.7% |
| 10Y | -20.8% | +100.2% | -121.0% | -60.2% |
| All | -20.8% | +99.3% | -120.1% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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