+105.3%
HAL vs STT
+145.1%
-39.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +2.9% | +0.5% | +2.5% | +2.7% |
| 30D | +17.0% | +3.9% | +13.2% | +14.7% |
| 3M | -9.7% | +20.0% | -29.6% | -17.9% |
| 6M | +8.6% | +55.3% | -46.7% | -14.2% |
| YTD | +33.0% | +53.3% | -20.4% | +5.3% |
| 1Y | +68.3% | +74.7% | -6.4% | +23.9% |
| 3Y | +0.1% | +205.8% | -205.7% | -45.3% |
| All | +105.3% | +145.1% | -39.8% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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