+19.7%
HAL vs EWT
+60.8%
-41.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.8% | -2.5% | +2.8% |
| 7D | -0.2% | +3.2% | -3.4% | -0.6% |
| 30D | +1.0% | -12.3% | +13.3% | +1.6% |
| 3M | -2.1% | -3.6% | +1.5% | -2.1% |
| 6M | -17.5% | +3.1% | -20.6% | -17.9% |
| YTD | +18.1% | +57.7% | -39.6% | +1.4% |
| 1Y | +19.7% | +60.3% | -40.5% | +2.3% |
| All | +19.7% | +60.8% | -41.0% | +2.3% |
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