-17.4%
HAL vs XRT
+135.4%
-152.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.7% |
| 7D | +2.6% | -0.4% | +3.1% | +2.8% |
| 30D | -0.1% | +7.5% | -7.6% | -5.7% |
| 3M | -1.1% | +2.3% | -3.5% | -3.8% |
| 6M | -20.7% | +12.8% | -33.6% | -28.8% |
| YTD | +17.5% | +7.1% | +10.5% | +8.8% |
| 1Y | +24.1% | +12.3% | +11.8% | +10.8% |
| 3Y | -8.4% | +57.0% | -65.4% | -37.6% |
| 5Y | +53.2% | -4.3% | +57.6% | +48.1% |
| All | -17.4% | +135.4% | -152.8% | -71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling