+7.4%
HAL vs EWT
+510.6%
-503.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.7% |
| 7D | -1.3% | +2.1% | -3.5% | -2.9% |
| 30D | +10.9% | +9.4% | +1.5% | +3.3% |
| 3M | -5.8% | +10.9% | -16.7% | -15.5% |
| 6M | +8.1% | +57.9% | -49.8% | -30.4% |
| YTD | +33.2% | +75.9% | -42.7% | -22.7% |
| 1Y | +74.2% | +89.7% | -15.5% | -6.2% |
| 3Y | -3.7% | +200.9% | -204.6% | -69.1% |
| 5Y | +111.9% | +154.5% | -42.6% | -19.6% |
| 10Y | +7.4% | +520.8% | -513.4% | -83.4% |
| All | +7.4% | +510.6% | -503.2% | -83.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling