+72.5%
HAL vs ENB
+8.5%
+64.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.0% |
| 7D | +0.5% | -0.5% | +0.9% | +0.6% |
| 30D | +15.9% | -0.2% | +16.1% | +16.0% |
| 3M | -8.7% | -7.5% | -1.2% | -5.9% |
| 6M | +9.0% | -4.1% | +13.2% | +11.5% |
| YTD | +32.0% | +9.8% | +22.2% | +30.6% |
| 1Y | +72.5% | +8.7% | +63.8% | +73.0% |
| All | +72.5% | +8.5% | +64.0% | +73.0% |
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