-7.1%
HAL vs EQX
+168.9%
-176.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.3% | -0.7% |
| 7D | -3.3% | -3.2% | -0.1% | -3.2% |
| 30D | +8.2% | +7.8% | +0.4% | +7.8% |
| 3M | -9.4% | +21.3% | -30.8% | -10.1% |
| 6M | +0.6% | -22.4% | +23.1% | +1.6% |
| YTD | +28.6% | -11.3% | +39.9% | +28.5% |
| 1Y | +63.9% | +13.5% | +50.4% | +60.9% |
| 3Y | -7.1% | +162.1% | -169.3% | -17.6% |
| All | -7.1% | +168.9% | -176.1% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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