-6.4%
HAL vs SE
+65.6%
-72.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +3.0% |
| 7D | +6.1% | -0.5% | +6.6% | +6.1% |
| 30D | +2.9% | -20.9% | +23.8% | +4.7% |
| 3M | +3.3% | -38.9% | +42.2% | +7.4% |
| 6M | -16.9% | -19.4% | +2.5% | -16.3% |
| YTD | +21.2% | -40.9% | +62.1% | +26.6% |
| 1Y | +27.5% | -46.2% | +73.7% | +34.9% |
| 3Y | -6.4% | +63.7% | -70.2% | -9.5% |
| All | -6.4% | +65.6% | -72.1% | -9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling