+17.2%
HAL vs XHB
+170.3%
-153.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.5% |
| 7D | +2.6% | -2.4% | +5.1% | +4.0% |
| 30D | -0.1% | +7.1% | -7.2% | -4.7% |
| 3M | -1.1% | -6.0% | +4.8% | +1.3% |
| 6M | -20.7% | +2.1% | -22.8% | -23.9% |
| YTD | +17.5% | -0.6% | +18.1% | +13.1% |
| 1Y | +24.1% | -3.3% | +27.4% | +21.0% |
| 3Y | -8.4% | +34.1% | -42.5% | -28.9% |
| 5Y | +53.2% | +28.6% | +24.6% | +17.3% |
| 10Y | -17.2% | +235.0% | -252.2% | -62.9% |
| All | +17.2% | +170.3% | -153.1% | -53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling