+1.5%
HAL vs SE
+597.4%
-595.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.9% |
| 7D | +0.5% | +0.6% | -0.1% | +0.4% |
| 30D | +15.9% | -0.1% | +16.0% | +15.6% |
| 3M | -8.7% | +34.1% | -42.8% | -13.0% |
| 6M | +9.0% | +23.2% | -14.2% | +4.7% |
| YTD | +32.0% | -11.2% | +43.2% | +32.3% |
| 1Y | +72.5% | -40.5% | +113.0% | +82.4% |
| 3Y | -4.5% | +196.3% | -200.8% | -22.1% |
| 5Y | +109.7% | -67.0% | +176.7% | +126.1% |
| All | +1.5% | +597.4% | -595.9% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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