+3.3%
HAL vs ETHA
-42.9%
+46.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | -0.2% |
| 7D | +2.6% | -10.3% | +12.9% | +3.8% |
| 30D | -0.1% | -19.7% | +19.6% | +2.2% |
| 3M | -1.1% | +7.2% | -8.3% | -2.4% |
| 6M | -20.7% | -11.9% | -8.8% | -20.2% |
| YTD | +17.5% | -32.3% | +49.8% | +21.6% |
| 1Y | +24.1% | -41.1% | +65.3% | +30.5% |
| All | +3.3% | -42.9% | +46.2% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETHA.
Daily Out/Under-Performance
Portfolio return minus ETHA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETHA 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 ETHA 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