+17.3%
HAL vs EW
+26.0%
-8.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | -6.5% | +9.3% | -15.8% | -5.8% |
| 30D | -2.1% | +22.1% | -24.2% | -0.9% |
| 3M | -4.9% | +13.0% | -17.9% | -3.7% |
| 6M | -19.3% | +30.1% | -49.4% | -18.8% |
| YTD | +14.3% | +22.0% | -7.7% | +15.3% |
| 1Y | +17.3% | +23.7% | -6.4% | +18.4% |
| All | +17.3% | +26.0% | -8.7% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling