+3.2%
HAL vs ET
+179.3%
-176.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | -3.3% | +1.4% | -4.6% | -4.3% |
| 30D | +7.2% | +4.6% | +2.6% | +3.5% |
| 3M | -8.8% | +16.0% | -24.8% | -18.9% |
| 6M | +3.0% | +22.8% | -19.8% | -12.5% |
| YTD | +29.4% | +38.9% | -9.5% | -0.4% |
| 1Y | +62.8% | +34.1% | +28.7% | +28.7% |
| 3Y | -6.4% | +98.8% | -105.3% | -46.1% |
| 5Y | +103.6% | +246.8% | -143.2% | -22.2% |
| All | +3.2% | +179.3% | -176.1% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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