+1.2%
HAL vs ESI
+307.6%
-306.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | +0.5% | +5.4% | -4.9% | -2.1% |
| 30D | +15.9% | -4.2% | +20.1% | +17.8% |
| 3M | -8.7% | -9.6% | +0.9% | -6.7% |
| 6M | +9.0% | +18.3% | -9.3% | -5.3% |
| YTD | +32.0% | +45.8% | -13.8% | +1.3% |
| 1Y | +72.5% | +39.2% | +33.3% | +34.4% |
| 3Y | -4.5% | +86.3% | -90.8% | -39.3% |
| 5Y | +109.7% | +76.2% | +33.5% | +31.0% |
| 10Y | +1.2% | +306.8% | -305.6% | -61.9% |
| All | +1.2% | +307.6% | -306.4% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling