-19.1%
HAL vs ENB
+99.8%
-118.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -1.0% |
| 7D | -7.9% | -3.7% | -4.2% | -4.3% |
| 30D | -2.1% | +1.7% | -3.8% | -3.8% |
| 3M | +0.4% | -6.3% | +6.7% | +7.1% |
| 6M | -19.2% | -9.2% | -10.1% | -11.4% |
| YTD | +14.4% | +3.1% | +11.3% | +8.6% |
| 1Y | +18.0% | +3.4% | +14.6% | +11.5% |
| 3Y | -9.7% | +68.9% | -78.6% | -51.7% |
| 5Y | +40.1% | +51.7% | -11.6% | -13.2% |
| 10Y | -19.1% | +98.3% | -117.5% | -58.9% |
| All | -19.1% | +99.8% | -118.9% | -58.9% |
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