+2.6%
HAL vs XEL
+151.6%
-149.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.8% | -0.7% |
| 7D | -3.3% | -0.3% | -3.0% | -3.2% |
| 30D | +8.2% | -3.9% | +12.1% | +9.4% |
| 3M | -9.4% | -2.8% | -6.6% | -8.8% |
| 6M | +0.6% | -5.4% | +6.0% | +1.7% |
| YTD | +28.6% | +3.8% | +24.8% | +26.1% |
| 1Y | +63.9% | +6.8% | +57.1% | +58.7% |
| 3Y | -7.1% | +45.6% | -52.7% | -20.2% |
| 5Y | +102.3% | +30.7% | +71.6% | +79.0% |
| All | +2.6% | +151.6% | -149.0% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling