-6.4%
HAL vs ENB
+72.2%
-78.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.9% |
| 7D | +6.1% | +3.1% | +3.0% | +4.5% |
| 30D | +2.9% | +2.1% | +0.8% | +1.9% |
| 3M | +3.3% | -4.4% | +7.8% | +5.5% |
| 6M | -16.9% | -10.1% | -6.9% | -12.7% |
| YTD | +21.2% | +5.2% | +16.0% | +18.1% |
| 1Y | +27.5% | +4.2% | +23.3% | +24.8% |
| 3Y | -6.4% | +70.1% | -76.5% | -35.0% |
| All | -6.4% | +72.2% | -78.6% | -35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling