-4.5%
HAL vs EWT
+199.6%
-204.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.5% |
| 7D | +0.5% | +1.6% | -1.2% | -0.1% |
| 30D | +15.9% | +8.2% | +7.7% | +13.0% |
| 3M | -8.7% | +11.1% | -19.8% | -12.8% |
| 6M | +9.0% | +60.4% | -51.4% | -12.5% |
| YTD | +32.0% | +75.6% | -43.6% | +0.8% |
| 1Y | +72.5% | +91.3% | -18.9% | +25.7% |
| 3Y | -4.5% | +200.3% | -204.8% | -46.8% |
| All | -4.5% | +199.6% | -204.2% | -46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling