-4.5%
HAL vs XEL
+50.2%
-54.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.3% | -0.9% |
| 7D | +0.5% | +1.3% | -0.8% | +0.3% |
| 30D | +15.9% | -1.5% | +17.5% | +16.1% |
| 3M | -8.7% | -0.2% | -8.5% | -8.7% |
| 6M | +9.0% | -5.4% | +14.5% | +9.6% |
| YTD | +32.0% | +5.6% | +26.4% | +30.3% |
| 1Y | +72.5% | +10.5% | +62.0% | +68.5% |
| 3Y | -4.5% | +49.2% | -53.7% | -10.0% |
| All | -4.5% | +50.2% | -54.7% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling