+74.2%
HAL vs EWT
+90.7%
-16.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -1.3% | +2.1% | -3.5% | -1.5% |
| 30D | +10.9% | +9.4% | +1.5% | +9.9% |
| 3M | -5.8% | +10.9% | -16.7% | -7.3% |
| 6M | +8.1% | +57.9% | -49.8% | -3.3% |
| YTD | +33.2% | +75.9% | -42.7% | +12.1% |
| 1Y | +74.2% | +89.7% | -15.5% | +42.5% |
| All | +74.2% | +90.7% | -16.5% | +42.5% |
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