+25.6%
HAL vs EWT
+54.0%
-28.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -3.1% |
| 7D | -7.7% | -10.9% | +3.2% | -7.1% |
| 30D | +0.7% | -17.7% | +18.4% | +1.8% |
| 3M | +2.5% | -5.0% | +7.5% | +2.8% |
| 6M | -20.7% | +7.4% | -28.1% | -21.8% |
| YTD | +18.4% | +52.8% | -34.4% | +3.4% |
| 1Y | +25.6% | +55.2% | -29.6% | +9.3% |
| All | +25.6% | +54.0% | -28.4% | +9.3% |
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