-6.4%
HAL vs EW
+62.8%
-69.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +3.1% |
| 7D | +6.1% | +4.9% | +1.2% | +6.2% |
| 30D | +2.9% | +23.9% | -21.1% | +3.4% |
| 3M | +3.3% | +15.8% | -12.4% | +3.8% |
| 6M | -16.9% | +31.7% | -48.6% | -16.5% |
| YTD | +21.2% | +25.7% | -4.5% | +21.7% |
| 1Y | +27.5% | +24.4% | +3.1% | +28.1% |
| 3Y | -6.4% | +65.9% | -72.3% | -5.4% |
| All | -6.4% | +62.8% | -69.2% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling