+156.0%
HAL vs EW
+7,937.2%
-7,781.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.6% |
| 7D | -12.0% | +11.0% | -23.0% | -14.6% |
| 30D | +0.3% | +19.1% | -18.8% | -4.6% |
| 3M | -1.6% | +14.4% | -16.0% | -5.5% |
| 6M | -20.5% | +22.8% | -43.2% | -25.4% |
| YTD | +14.2% | +19.8% | -5.6% | +7.4% |
| 1Y | +18.9% | +23.9% | -5.0% | +10.6% |
| 3Y | -13.7% | +52.2% | -66.0% | -28.0% |
| 5Y | +42.2% | -13.9% | +56.1% | +36.4% |
| 10Y | -16.7% | +241.9% | -258.6% | -47.0% |
| All | +156.0% | +7,937.2% | -7,781.2% | -20.6% |
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