-16.8%
HAL vs EW
+242.2%
-258.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.6% | +2.9% |
| 7D | -0.2% | +6.5% | -6.7% | -2.0% |
| 30D | +1.0% | +22.5% | -21.5% | -4.8% |
| 3M | -2.1% | +13.0% | -15.1% | -5.8% |
| 6M | -17.5% | +37.1% | -54.6% | -25.2% |
| YTD | +18.1% | +24.1% | -6.0% | +9.8% |
| 1Y | +19.7% | +24.2% | -4.5% | +11.1% |
| 3Y | -7.9% | +64.8% | -72.7% | -27.6% |
| 5Y | +53.1% | -7.4% | +60.5% | +45.6% |
| 10Y | -16.8% | +248.8% | -265.6% | -46.7% |
| All | -16.8% | +242.2% | -258.9% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 10y: compounded portfolio wealth divided by compounded EW 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…
10y analysis · Full analysis span regression · 6 months rolling