+1,537.1%
SOXX vs HAL
+4.5%
+1,532.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | +1.4% | -3.3% | +4.7% | +2.3% |
| 30D | -3.6% | +8.2% | -11.7% | -5.8% |
| 3M | -10.2% | -9.4% | -0.7% | -8.1% |
| 6M | +54.2% | +0.6% | +53.6% | +52.6% |
| YTD | +75.2% | +28.6% | +46.6% | +61.1% |
| 1Y | +107.5% | +63.9% | +43.6% | +76.9% |
| 3Y | +226.8% | -7.1% | +233.9% | +219.2% |
| 5Y | +251.2% | +102.3% | +148.9% | +163.6% |
| All | +1,537.1% | +4.5% | +1,532.6% | +1,108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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