-6.4%
HAL vs ET
+84.2%
-90.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.2% |
| 7D | +6.1% | +2.5% | +3.6% | +3.9% |
| 30D | +2.9% | -2.5% | +5.3% | +5.0% |
| 3M | +3.3% | -4.9% | +8.2% | +7.5% |
| 6M | -16.9% | -0.1% | -16.8% | -16.9% |
| YTD | +21.2% | +26.2% | -5.0% | 0.0% |
| 1Y | +27.5% | +25.2% | +2.4% | +5.9% |
| 3Y | -6.4% | +84.2% | -90.6% | -48.9% |
| All | -6.4% | +84.2% | -90.6% | -48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling