+9,509.3%
STX vs HAL
+366.9%
+9,142.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.1% | +9.7% | +9.8% |
| 7D | -14.8% | -7.9% | -6.9% | -12.2% |
| 30D | -35.4% | -2.1% | -33.3% | -34.8% |
| 3M | -37.7% | +0.4% | -38.1% | -37.9% |
| 6M | -35.2% | -19.2% | -16.0% | -31.0% |
| YTD | +84.4% | +14.4% | +70.0% | +73.3% |
| 1Y | +82.3% | +18.0% | +64.3% | +69.2% |
| 3Y | +646.2% | -9.7% | +655.9% | +636.0% |
| 5Y | +487.4% | +40.1% | +447.3% | +368.8% |
| 10Y | +2,071.0% | -19.1% | +2,090.1% | +1,677.8% |
| All | +9,509.3% | +366.9% | +9,142.4% | +3,685.3% |
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 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