+2.6%
HAL vs XHB
+215.4%
-212.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.7% |
| 7D | -3.3% | -4.6% | +1.3% | -0.2% |
| 30D | +8.2% | -9.1% | +17.3% | +15.0% |
| 3M | -9.4% | -8.6% | -0.9% | -5.4% |
| 6M | +0.6% | -4.0% | +4.7% | -0.5% |
| YTD | +28.6% | -3.9% | +32.5% | +26.4% |
| 1Y | +63.9% | -16.5% | +80.4% | +77.9% |
| 3Y | -7.1% | +22.6% | -29.7% | -29.1% |
| 5Y | +102.3% | +33.9% | +68.4% | +35.9% |
| All | +2.6% | +215.4% | -212.8% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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