-12.2%
HAL vs SE
+366.0%
-378.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -12.0% | +2.0% | -14.0% | -12.2% |
| 30D | +0.3% | -20.0% | +20.3% | +3.1% |
| 3M | -1.6% | -31.8% | +30.2% | +3.0% |
| 6M | -20.5% | -15.9% | -4.6% | -19.7% |
| YTD | +14.2% | -40.6% | +54.9% | +20.4% |
| 1Y | +18.9% | -50.7% | +69.5% | +28.4% |
| 3Y | -13.7% | +70.3% | -84.0% | -24.0% |
| 5Y | +42.2% | -78.8% | +121.0% | +63.1% |
| All | -12.2% | +366.0% | -378.2% | -49.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling