+138.3%
HAL vs EWT
+594.1%
-455.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -1.6% |
| 7D | +2.9% | +4.0% | -1.0% | +0.7% |
| 30D | +17.0% | +10.3% | +6.7% | +10.5% |
| 3M | -9.7% | +6.1% | -15.7% | -14.2% |
| 6M | +8.6% | +56.6% | -48.0% | -19.0% |
| YTD | +33.0% | +76.6% | -43.6% | -7.8% |
| 1Y | +68.3% | +97.9% | -29.5% | +8.8% |
| 3Y | +0.1% | +198.0% | -197.9% | -50.1% |
| 5Y | +102.6% | +151.8% | -49.1% | +11.4% |
| 10Y | +3.8% | +514.1% | -510.3% | -63.5% |
| All | +138.3% | +594.1% | -455.8% | -42.9% |
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