+17.4%
HAL vs EW
+26.8%
-9.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | +0.3% |
| 7D | -7.9% | +12.3% | -20.2% | -7.0% |
| 30D | -2.1% | +22.9% | -24.9% | -0.8% |
| 3M | +0.4% | +16.7% | -16.3% | +1.7% |
| 6M | -19.2% | +31.0% | -50.2% | -18.7% |
| YTD | +14.4% | +22.8% | -8.5% | +15.4% |
| All | +17.4% | +26.8% | -9.5% | +18.5% |
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