+219.8%
HAL vs EOSE
-57.1%
+276.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.8% | -11.6% | -1.2% |
| 7D | +0.5% | +41.4% | -41.0% | -1.3% |
| 30D | +15.9% | +3.6% | +12.3% | +15.4% |
| 3M | -8.7% | -35.7% | +27.0% | -7.4% |
| 6M | +9.0% | -29.9% | +38.9% | +9.2% |
| YTD | +32.0% | -62.5% | +94.5% | +35.0% |
| 1Y | +72.5% | -37.4% | +109.9% | +70.0% |
| 3Y | -4.5% | +55.8% | -60.3% | -16.5% |
| 5Y | +109.7% | -67.8% | +177.5% | +79.4% |
| All | +219.8% | -57.1% | +276.9% | +200.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling