+111.7%
HAL vs EWT
+519.9%
-408.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.8% | -2.5% | +0.1% |
| 7D | -0.2% | +3.2% | -3.4% | -2.6% |
| 30D | +1.0% | -12.3% | +13.3% | +7.7% |
| 3M | -2.1% | -3.6% | +1.5% | -1.5% |
| 6M | -17.5% | +3.1% | -20.6% | -22.0% |
| YTD | +18.1% | +57.7% | -39.6% | -13.9% |
| 1Y | +19.7% | +60.3% | -40.5% | -13.6% |
| 3Y | -7.9% | +163.4% | -171.3% | -51.4% |
| 5Y | +53.1% | +127.4% | -74.4% | -12.1% |
| 10Y | -16.8% | +462.7% | -479.5% | -69.6% |
| All | +111.7% | +519.9% | -408.2% | -46.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling