+32.6%
HAL vs XHB
+173.9%
-141.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -1.1% |
| 7D | +2.9% | -1.3% | +4.2% | +3.7% |
| 30D | +17.0% | -6.9% | +23.9% | +21.5% |
| 3M | -9.7% | -1.3% | -8.4% | -10.4% |
| 6M | +8.6% | -6.8% | +15.4% | +9.9% |
| YTD | +33.0% | +0.7% | +32.3% | +28.1% |
| 1Y | +68.3% | -11.2% | +79.6% | +74.0% |
| 3Y | +0.1% | +25.3% | -25.2% | -18.7% |
| 5Y | +102.6% | +37.3% | +65.3% | +50.1% |
| 10Y | +3.8% | +211.5% | -207.7% | -51.3% |
| All | +32.6% | +173.9% | -141.3% | -47.5% |
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 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