+8,652.1%
STX vs HAL
+366.4%
+8,285.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -28.5% | -12.0% | -16.5% | -25.2% |
| 30D | -42.9% | +0.3% | -43.2% | -42.9% |
| 3M | -45.9% | -1.6% | -44.3% | -45.7% |
| 6M | -41.3% | -20.5% | -20.8% | -37.1% |
| YTD | +67.9% | +14.2% | +53.7% | +57.9% |
| 1Y | +66.5% | +18.9% | +47.7% | +54.2% |
| 3Y | +588.0% | -13.7% | +601.7% | +588.7% |
| 5Y | +449.1% | +42.2% | +406.9% | +336.0% |
| 10Y | +1,982.8% | -16.7% | +1,999.5% | +1,585.3% |
| All | +8,652.1% | +366.4% | +8,285.8% | +3,348.9% |
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 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