+3,621.5%
STX vs HAL
+3.0%
+3,618.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.3% |
| 7D | +9.6% | -1.3% | +10.9% | +9.9% |
| 30D | +10.6% | +10.9% | -0.3% | +7.8% |
| 3M | +4.8% | -5.8% | +10.6% | +5.9% |
| 6M | +137.3% | +8.1% | +129.1% | +131.2% |
| YTD | +222.5% | +33.2% | +189.3% | +196.8% |
| 1Y | +366.2% | +74.2% | +292.1% | +299.7% |
| 3Y | +1,352.9% | -3.7% | +1,356.6% | +1,308.0% |
| 5Y | +1,077.4% | +111.9% | +965.6% | +808.5% |
| 10Y | +3,621.5% | +7.4% | +3,614.1% | +3,081.6% |
| All | +3,621.5% | +3.0% | +3,618.5% | +3,081.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling