+43.1%
HAL vs XRT
+514.3%
-471.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.3% |
| 7D | +2.9% | +0.8% | +2.1% | +2.3% |
| 30D | +17.0% | -4.2% | +21.2% | +20.4% |
| 3M | -9.7% | +5.1% | -14.7% | -13.8% |
| 6M | +8.6% | +2.4% | +6.2% | +4.6% |
| YTD | +33.0% | +3.2% | +29.8% | +27.3% |
| 1Y | +68.3% | +1.5% | +66.8% | +62.3% |
| 3Y | +0.1% | +40.6% | -40.5% | -26.2% |
| 5Y | +102.6% | -1.0% | +103.6% | +84.4% |
| 10Y | +3.8% | +128.4% | -124.6% | -53.9% |
| All | +43.1% | +514.3% | -471.2% | -73.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling