-4.5%
HAL vs XME
+136.1%
-140.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.2% |
| 7D | +0.5% | +3.6% | -3.1% | -0.9% |
| 30D | +15.9% | +3.6% | +12.3% | +14.1% |
| 3M | -8.7% | +1.2% | -9.9% | -9.5% |
| 6M | +9.0% | +9.0% | 0.0% | +3.0% |
| YTD | +32.0% | +15.9% | +16.1% | +19.2% |
| 1Y | +72.5% | +43.2% | +29.3% | +32.5% |
| 3Y | -4.5% | +137.4% | -141.9% | -48.4% |
| All | -4.5% | +136.1% | -140.7% | -48.4% |
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 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