+943.2%
XBI vs HAL
+29.4%
+913.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -0.9% | +0.5% | -1.4% | -1.0% |
| 30D | +2.9% | +15.9% | -13.0% | -1.1% |
| 3M | +26.2% | -8.7% | +34.9% | +28.5% |
| 6M | +30.7% | +9.0% | +21.7% | +26.4% |
| YTD | +32.9% | +32.0% | +0.9% | +21.8% |
| 1Y | +72.3% | +72.5% | -0.2% | +46.1% |
| 3Y | +107.2% | -4.5% | +111.7% | +100.0% |
| 5Y | +23.2% | +109.7% | -86.5% | -9.1% |
| 10Y | +158.5% | +1.2% | +157.3% | +102.7% |
| All | +943.2% | +29.4% | +913.8% | +499.3% |
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