+17.4%
HAL vs ENB
+3.3%
+14.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.4% |
| 7D | -7.9% | -3.7% | -4.2% | -6.4% |
| 30D | -2.1% | +1.7% | -3.8% | -2.6% |
| 3M | +0.4% | -6.3% | +6.7% | +3.0% |
| 6M | -19.2% | -9.2% | -10.1% | -15.3% |
| YTD | +14.4% | +3.1% | +11.3% | +17.9% |
| All | +17.4% | +3.3% | +14.1% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling