-12.5%
HAL vs SEI
+613.6%
-626.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.3% |
| 7D | +2.6% | +27.6% | -25.0% | -7.2% |
| 30D | -0.1% | -17.1% | +17.0% | +4.0% |
| 3M | -1.1% | +4.6% | -5.7% | -8.5% |
| 6M | -20.7% | -15.1% | -5.7% | -23.6% |
| YTD | +17.5% | +41.2% | -23.6% | -13.2% |
| 1Y | +24.1% | +37.5% | -13.4% | -8.9% |
| 3Y | -8.4% | +693.7% | -702.0% | -81.7% |
| 5Y | +53.2% | +901.7% | -848.5% | -76.2% |
| All | -12.5% | +613.6% | -626.1% | -85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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