+16,011.1%
STX vs HAL
+443.0%
+15,568.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +6.5% |
| 7D | +2.4% | +2.9% | -0.6% | +1.3% |
| 30D | +1.4% | +17.0% | -15.7% | -3.9% |
| 3M | -8.2% | -9.7% | +1.4% | -5.5% |
| 6M | +127.0% | +8.6% | +118.4% | +118.9% |
| YTD | +209.1% | +33.0% | +176.2% | +176.5% |
| 1Y | +365.4% | +68.3% | +297.1% | +282.4% |
| 3Y | +1,135.4% | +0.1% | +1,135.3% | +1,072.4% |
| 5Y | +991.5% | +102.6% | +888.9% | +666.3% |
| 10Y | +3,695.8% | +3.8% | +3,692.0% | +2,730.8% |
| All | +16,011.1% | +443.0% | +15,568.1% | +5,940.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling