-6.4%
HAL vs XRT
+58.7%
-65.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.9% |
| 7D | +6.1% | +1.7% | +4.4% | +5.3% |
| 30D | +2.9% | +7.5% | -4.6% | -0.9% |
| 3M | +3.3% | +2.2% | +1.2% | +1.8% |
| 6M | -16.9% | +14.7% | -31.6% | -23.8% |
| YTD | +21.2% | +7.5% | +13.7% | +14.9% |
| 1Y | +27.5% | +14.1% | +13.4% | +16.3% |
| 3Y | -6.4% | +58.8% | -65.2% | -31.4% |
| All | -6.4% | +58.7% | -65.1% | -31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling