+1,972.8%
STX vs HAL
-13.9%
+1,986.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.1% | -6.2% | -3.9% |
| 7D | +14.6% | +6.1% | +8.5% | +13.0% |
| 30D | -26.0% | +2.9% | -28.9% | -26.3% |
| 3M | -42.6% | +3.3% | -46.0% | -43.1% |
| 6M | -35.3% | -16.9% | -18.4% | -32.6% |
| YTD | +92.5% | +21.2% | +71.3% | +81.3% |
| 1Y | +102.4% | +27.5% | +74.8% | +88.0% |
| 3Y | +673.8% | -6.4% | +680.3% | +657.8% |
| 5Y | +463.1% | +58.0% | +405.0% | +367.6% |
| All | +1,972.8% | -13.9% | +1,986.7% | +1,782.7% |
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