+1,477.5%
XLK vs HAL
+273.9%
+1,203.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +2.3% | +0.5% | +1.8% | +2.2% |
| 30D | -0.1% | +15.9% | -16.0% | -3.2% |
| 3M | +2.1% | -8.7% | +10.8% | +3.7% |
| 6M | +37.2% | +9.0% | +28.1% | +33.8% |
| YTD | +30.8% | +32.0% | -1.2% | +22.2% |
| 1Y | +42.6% | +72.5% | -29.8% | +25.4% |
| 3Y | +121.8% | -4.5% | +126.4% | +116.6% |
| 5Y | +145.7% | +109.7% | +36.0% | +95.7% |
| 10Y | +782.1% | +1.2% | +780.9% | +620.4% |
| All | +1,477.5% | +273.9% | +1,203.6% | +721.9% |
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