+595.7%
HAL vs XEL
+1,934.3%
-1,338.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | +2.9% | -1.0% | +3.9% | +3.3% |
| 30D | +17.0% | -1.9% | +19.0% | +17.7% |
| 3M | -9.7% | -1.9% | -7.7% | -9.3% |
| 6M | +8.6% | -7.4% | +16.1% | +10.8% |
| YTD | +33.0% | +4.1% | +28.9% | +30.1% |
| 1Y | +68.3% | +8.0% | +60.3% | +62.1% |
| 3Y | +0.1% | +48.4% | -48.3% | -15.3% |
| 5Y | +102.6% | +27.2% | +75.4% | +79.1% |
| 10Y | +3.8% | +146.8% | -143.0% | -28.7% |
| All | +595.7% | +1,934.3% | -1,338.6% | +126.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling