+416.0%
HXL price history and return analytics
+368.8%
+47.2%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.1% |
| 7D | -1.4% | -0.1% | -1.3% | -1.3% |
| 30D | -10.3% | -0.7% | -9.7% | -9.5% |
| 3M | -2.7% | +4.0% | -6.7% | -7.6% |
| 6M | +4.4% | +12.3% | -7.9% | -10.4% |
| YTD | +23.1% | +14.0% | +9.0% | +3.4% |
| 1Y | +45.0% | +20.3% | +24.7% | +13.6% |
| 3Y | +33.1% | +75.4% | -42.4% | -36.2% |
| 5Y | +73.6% | +66.0% | +7.6% | -9.9% |
| 10Y | +120.4% | +228.2% | -107.8% | -51.0% |
| All | +416.0% | +368.8% | +47.2% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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