+31.7%
HAL vs ET
+1,435.7%
-1,404.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.8% |
| 7D | +0.5% | +0.4% | 0.0% | +0.2% |
| 30D | +15.9% | +6.9% | +9.1% | +11.8% |
| 3M | -8.7% | +13.1% | -21.8% | -14.6% |
| 6M | +9.0% | +18.7% | -9.7% | -0.7% |
| YTD | +32.0% | +37.4% | -5.4% | +10.8% |
| 1Y | +72.5% | +34.8% | +37.6% | +46.3% |
| 3Y | -4.5% | +96.8% | -101.3% | -33.8% |
| 5Y | +109.7% | +238.2% | -128.5% | +11.7% |
| 10Y | +1.2% | +159.4% | -158.2% | -39.6% |
| All | +31.7% | +1,435.7% | -1,404.0% | -86.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling