+43.1%
HAL vs XME
+242.3%
-199.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +2.9% | -0.1% | +3.0% | +3.0% |
| 30D | +17.0% | +6.0% | +11.1% | +11.3% |
| 3M | -9.7% | -7.7% | -1.9% | -6.2% |
| 6M | +8.6% | +1.0% | +7.7% | +3.0% |
| YTD | +33.0% | +14.6% | +18.3% | +12.9% |
| 1Y | +68.3% | +46.0% | +22.4% | +15.1% |
| 3Y | +0.1% | +127.0% | -126.9% | -52.6% |
| 5Y | +102.6% | +175.8% | -73.2% | -18.6% |
| 10Y | +3.8% | +414.6% | -410.8% | -72.6% |
| All | +43.1% | +242.3% | -199.3% | -60.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling