+2.6%
HAL vs EWJ
+144.4%
-141.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -3.0% |
| 7D | -3.3% | +0.3% | -3.6% | -3.7% |
| 30D | +8.2% | +0.8% | +7.4% | +6.9% |
| 3M | -9.4% | +7.5% | -16.9% | -17.9% |
| 6M | +0.6% | +15.6% | -15.0% | -17.5% |
| YTD | +28.6% | +22.7% | +5.8% | -2.8% |
| 1Y | +63.9% | +26.4% | +37.5% | +18.7% |
| 3Y | -7.1% | +72.5% | -79.7% | -57.5% |
| 5Y | +102.3% | +52.4% | +49.9% | +11.8% |
| All | +2.6% | +144.4% | -141.9% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 10y: compounded portfolio wealth divided by compounded EWJ 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…
10y analysis · Full analysis span regression · 6 months rolling