+595.7%
HAL vs ENB
+11,799.4%
-11,203.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | +2.9% | -0.2% | +3.2% | +3.1% |
| 30D | +17.0% | -2.2% | +19.3% | +18.6% |
| 3M | -9.7% | -10.5% | +0.9% | -3.5% |
| 6M | +8.6% | -5.1% | +13.7% | +11.8% |
| YTD | +33.0% | +9.0% | +24.0% | +25.5% |
| 1Y | +68.3% | +8.2% | +60.1% | +59.4% |
| 3Y | +0.1% | +67.8% | -67.6% | -28.2% |
| 5Y | +102.6% | +69.4% | +33.3% | +49.4% |
| 10Y | +3.8% | +117.5% | -113.7% | -28.4% |
| All | +595.7% | +11,799.4% | -11,203.6% | +152.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling