+514.9%
HAL vs ETR
+4,609.1%
-4,094.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.6% | +1.5% | +1.1% | +1.9% |
| 30D | -0.1% | +6.6% | -6.7% | -3.2% |
| 3M | -1.1% | +4.4% | -5.6% | -3.3% |
| 6M | -20.7% | -0.3% | -20.5% | -21.1% |
| YTD | +17.5% | +23.3% | -5.8% | +5.1% |
| 1Y | +24.1% | +18.9% | +5.3% | +12.9% |
| 3Y | -8.4% | +155.5% | -163.9% | -44.0% |
| 5Y | +53.2% | +159.9% | -106.7% | -8.5% |
| 10Y | -17.2% | +377.6% | -394.8% | -62.4% |
| All | +514.9% | +4,609.1% | -4,094.2% | +69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling