+103.6%
HAL vs EOSE
-70.2%
+173.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.9% | +1.0% | -2.7% |
| 7D | -3.3% | +14.0% | -17.3% | -4.0% |
| 30D | +7.2% | -5.9% | +13.1% | +7.3% |
| 3M | -8.8% | -34.3% | +25.5% | -7.5% |
| 6M | +3.0% | -37.8% | +40.7% | +3.7% |
| YTD | +29.4% | -65.2% | +94.6% | +32.9% |
| 1Y | +62.8% | -41.9% | +104.8% | +60.9% |
| 3Y | -6.4% | +44.6% | -51.0% | -18.5% |
| 5Y | +103.6% | -69.2% | +172.8% | +92.9% |
| All | +103.6% | -70.2% | +173.8% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 5y: compounded portfolio wealth divided by compounded EOSE 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…
5y analysis · Full analysis span regression · 6 months rolling