+74.2%
HAL vs XLB
+14.3%
+59.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | -1.3% | -2.9% | +1.6% | -0.7% |
| 30D | +10.9% | -3.4% | +14.3% | +11.6% |
| 3M | -5.8% | +1.6% | -7.4% | -6.5% |
| 6M | +8.1% | +3.6% | +4.5% | +6.1% |
| YTD | +33.2% | +14.2% | +19.0% | +24.0% |
| 1Y | +74.2% | +15.6% | +58.6% | +58.5% |
| All | +74.2% | +14.3% | +59.9% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 1y: compounded portfolio wealth divided by compounded XLB 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…
1y analysis · Full analysis span regression · 6 months rolling