+1,254.4%
AAPL vs HAL
+5.2%
+1,249.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.9% | +6.4% | +4.1% |
| 7D | -0.5% | -3.3% | +2.8% | +0.1% |
| 30D | +7.1% | +7.2% | -0.1% | +5.7% |
| 3M | +12.1% | -8.8% | +20.9% | +13.6% |
| 6M | +25.4% | +3.0% | +22.5% | +23.8% |
| YTD | +20.5% | +29.4% | -8.9% | +13.5% |
| 1Y | +44.5% | +62.8% | -18.3% | +29.8% |
| 3Y | +85.8% | -6.4% | +92.2% | +81.3% |
| 5Y | +124.8% | +103.6% | +21.1% | +82.9% |
| All | +1,254.4% | +5.2% | +1,249.2% | +1,024.1% |
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