+250.2%
XLI vs HAL
+5.2%
+245.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.1% | 0.0% |
| 7D | -2.3% | -3.3% | +1.0% | -1.5% |
| 30D | -8.2% | +7.2% | -15.4% | -9.9% |
| 3M | +0.8% | -8.8% | +9.6% | +2.7% |
| 6M | +0.8% | +3.0% | -2.1% | -1.0% |
| YTD | +10.5% | +29.4% | -18.9% | +1.9% |
| 1Y | +14.1% | +62.8% | -48.7% | -1.5% |
| 3Y | +68.6% | -6.4% | +75.0% | +64.3% |
| 5Y | +80.4% | +103.6% | -23.2% | +34.7% |
| All | +250.2% | +5.2% | +245.0% | +150.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling