+186.2%
HAL vs EOSE
-80.2%
+266.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +14.4% | -11.0% | +2.7% |
| 7D | -0.2% | -7.0% | +6.8% | 0.0% |
| 30D | +1.0% | -16.7% | +17.7% | +1.5% |
| 3M | -2.1% | -53.1% | +50.9% | +0.6% |
| 6M | -17.5% | -76.8% | +59.3% | -12.8% |
| YTD | +18.1% | -82.6% | +100.8% | +24.6% |
| 1Y | +19.7% | -89.3% | +109.0% | +29.1% |
| 3Y | -7.9% | +55.5% | -63.4% | -20.6% |
| 5Y | +53.1% | -81.9% | +134.9% | +34.2% |
| All | +186.2% | -80.2% | +266.3% | +177.4% |
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