-2.5%
HAL vs SE
+197.9%
-200.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | +2.9% | -6.1% | +9.0% | +3.5% |
| 30D | +17.0% | -2.5% | +19.5% | +17.1% |
| 3M | -9.7% | +21.7% | -31.4% | -11.8% |
| 6M | +8.6% | +27.0% | -18.4% | +5.1% |
| YTD | +33.0% | -12.1% | +45.1% | +34.6% |
| 1Y | +68.3% | -40.9% | +109.2% | +79.6% |
| All | -2.5% | +197.9% | -200.3% | -9.7% |
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