+62.8%
HAL vs XME
+37.7%
+25.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.7% | +0.9% | -2.6% |
| 7D | -3.3% | -3.0% | -0.2% | -3.0% |
| 30D | +7.2% | -2.6% | +9.8% | +7.4% |
| 3M | -8.8% | +2.2% | -10.9% | -8.7% |
| 6M | +3.0% | +0.7% | +2.3% | +3.3% |
| YTD | +29.4% | +10.9% | +18.5% | +31.0% |
| 1Y | +62.8% | +35.7% | +27.1% | +72.4% |
| All | +62.8% | +37.7% | +25.1% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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