+105.3%
HAL vs SE
-68.6%
+173.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.7% |
| 6M | +8.6% | +27.0% | -18.4% | +5.3% |
| YTD | +33.0% | -12.1% | +45.1% | +33.6% |
| 1Y | +68.3% | -40.9% | +109.2% | +75.7% |
| 3Y | +0.1% | +191.0% | -190.9% | -11.4% |
| All | +105.3% | -68.6% | +173.9% | +109.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling