+198.1%
HAL vs EW
+6,974.1%
-6,776.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +2.9% | -0.3% | +3.3% | +3.0% |
| 30D | +17.0% | +1.0% | +16.0% | +16.7% |
| 3M | -9.7% | +2.8% | -12.5% | -10.6% |
| 6M | +8.6% | +5.5% | +3.1% | +6.3% |
| YTD | +33.0% | +5.5% | +27.5% | +30.0% |
| 1Y | +68.3% | +11.0% | +57.3% | +61.9% |
| 3Y | +0.1% | +17.7% | -17.6% | -10.0% |
| 5Y | +102.6% | -25.7% | +128.4% | +102.6% |
| 10Y | +3.8% | +132.8% | -129.0% | -26.9% |
| All | +198.1% | +6,974.1% | -6,776.0% | -3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling