+68.3%
HAL vs EXE
+3.1%
+65.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +2.9% | -0.3% | +3.2% | +3.0% |
| 30D | +17.0% | +8.5% | +8.6% | +14.3% |
| 3M | -9.7% | +5.5% | -15.1% | -11.1% |
| 6M | +8.6% | -5.9% | +14.5% | +10.4% |
| YTD | +33.0% | -9.7% | +42.7% | +37.1% |
| 1Y | +68.3% | +3.6% | +64.7% | +54.0% |
| All | +68.3% | +3.1% | +65.2% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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