+59.2%
HAL vs EW
-7.9%
+67.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +3.0% |
| 7D | +6.1% | +4.9% | +1.2% | +5.8% |
| 30D | +2.9% | +23.9% | -21.1% | +1.6% |
| 3M | +3.3% | +15.8% | -12.4% | +2.4% |
| 6M | -16.9% | +31.7% | -48.6% | -18.4% |
| YTD | +21.2% | +25.7% | -4.5% | +19.3% |
| 1Y | +27.5% | +24.4% | +3.1% | +25.6% |
| 3Y | -6.4% | +65.9% | -72.3% | -12.8% |
| All | +59.2% | -7.9% | +67.1% | +62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling