-10.9%
HAL vs XME
+99.4%
-110.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.7% |
| 7D | -6.5% | -0.2% | -6.3% | -6.5% |
| 30D | -2.1% | -9.2% | +7.0% | +1.3% |
| 3M | -4.9% | -17.8% | +12.9% | +2.0% |
| 6M | -19.3% | -20.0% | +0.7% | -13.0% |
| YTD | +14.3% | -6.6% | +20.9% | +11.7% |
| 1Y | +17.3% | +1.8% | +15.6% | +9.0% |
| 3Y | -10.9% | +98.7% | -109.6% | -50.7% |
| All | -10.9% | +99.4% | -110.3% | -50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling