+59.2%
HAL vs SE
-78.2%
+137.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.9% |
| 3M | +3.3% | -38.9% | +42.2% | +7.6% |
| 6M | -16.9% | -19.4% | +2.5% | -16.0% |
| YTD | +21.2% | -40.9% | +62.1% | +25.8% |
| 1Y | +27.5% | -46.2% | +73.7% | +33.5% |
| 3Y | -6.4% | +63.7% | -70.2% | -12.7% |
| All | +59.2% | -78.2% | +137.3% | +64.6% |
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