+12.5%
HAL vs XLRE
+111.8%
-99.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.7% | -0.7% |
| 7D | +0.5% | -0.3% | +0.8% | +0.7% |
| 30D | +15.9% | -2.4% | +18.3% | +17.9% |
| 3M | -8.7% | +0.6% | -9.3% | -9.6% |
| 6M | +9.0% | +3.9% | +5.1% | +4.5% |
| YTD | +32.0% | +10.5% | +21.5% | +20.3% |
| 1Y | +72.5% | +8.4% | +64.1% | +59.3% |
| 3Y | -4.5% | +32.8% | -37.3% | -26.9% |
| 5Y | +109.7% | +7.0% | +102.6% | +89.5% |
| 10Y | +1.2% | +83.8% | -82.6% | -36.8% |
| All | +12.5% | +111.8% | -99.3% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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