+103.3%
HAL vs EXE
+187.5%
-84.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.8% |
| 7D | -1.3% | -2.7% | +1.4% | +0.2% |
| 30D | +10.9% | -0.4% | +11.3% | +11.1% |
| 3M | -5.8% | +9.5% | -15.3% | -10.8% |
| 6M | +8.1% | -9.3% | +17.5% | +13.5% |
| YTD | +33.2% | -10.9% | +44.1% | +39.7% |
| 1Y | +74.2% | +4.3% | +69.9% | +65.1% |
| 3Y | -3.7% | +18.8% | -22.5% | -18.3% |
| 5Y | +111.9% | +101.4% | +10.5% | +27.6% |
| All | +103.3% | +187.5% | -84.2% | -2.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling