+443.6%
STX vs HAL
+41.5%
+402.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -28.5% | -12.0% | -16.5% | -26.1% |
| 30D | -42.9% | +0.3% | -43.2% | -42.8% |
| 3M | -45.9% | -1.6% | -44.3% | -45.7% |
| 6M | -41.3% | -20.5% | -20.8% | -38.2% |
| YTD | +67.9% | +14.2% | +53.7% | +59.8% |
| 1Y | +66.5% | +18.9% | +47.7% | +56.5% |
| 3Y | +588.0% | -13.7% | +601.7% | +575.0% |
| All | +443.6% | +41.5% | +402.1% | +357.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling