+68.3%
HAL vs EWT
+99.0%
-30.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.7% |
| 7D | +2.9% | +4.0% | -1.0% | +2.6% |
| 30D | +17.0% | +10.3% | +6.7% | +16.0% |
| 3M | -9.7% | +6.1% | -15.7% | -10.2% |
| 6M | +8.6% | +56.6% | -48.0% | -1.8% |
| YTD | +33.0% | +76.6% | -43.6% | +13.2% |
| 1Y | +68.3% | +97.9% | -29.5% | +42.8% |
| All | +68.3% | +99.0% | -30.7% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 1y: compounded portfolio wealth divided by compounded EWT 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…
1y analysis · Full analysis span regression · 6 months rolling