+109.7%
HAL vs ETR
+129.9%
-20.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.1% |
| 7D | +0.5% | +1.4% | -0.9% | +0.1% |
| 30D | +15.9% | +1.9% | +14.1% | +15.3% |
| 3M | -8.7% | +1.0% | -9.7% | -9.1% |
| 6M | +9.0% | +4.8% | +4.2% | +7.0% |
| YTD | +32.0% | +19.5% | +12.5% | +24.3% |
| 1Y | +72.5% | +28.1% | +44.4% | +58.7% |
| 3Y | -4.5% | +151.1% | -155.7% | -31.2% |
| 5Y | +109.7% | +125.2% | -15.5% | +54.6% |
| All | +109.7% | +129.9% | -20.3% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 5y: compounded portfolio wealth divided by compounded ETR 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…
5y analysis · Full analysis span regression · 6 months rolling