+1,335.2%
STX vs HAL
-2.7%
+1,337.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +6.5% |
| 7D | +2.4% | +2.9% | -0.6% | +1.6% |
| 30D | +1.4% | +17.0% | -15.7% | -2.5% |
| 3M | -8.2% | -9.7% | +1.4% | -6.2% |
| 6M | +127.0% | +8.6% | +118.4% | +120.2% |
| YTD | +209.1% | +33.0% | +176.2% | +180.9% |
| 1Y | +365.4% | +68.3% | +297.1% | +292.5% |
| All | +1,335.2% | -2.7% | +1,337.9% | +1,136.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling