+94.4%
AAPL vs HAL
-8.6%
+103.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +3.1% | +2.6% | +0.5% | +2.7% |
| 30D | +4.0% | -0.1% | +4.1% | +3.9% |
| 3M | +17.4% | -1.1% | +18.5% | +17.3% |
| 6M | +20.5% | -20.7% | +41.2% | +25.0% |
| YTD | +30.9% | +17.5% | +13.4% | +23.8% |
| 1Y | +30.1% | +24.1% | +6.0% | +21.3% |
| All | +94.4% | -8.6% | +103.0% | +73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling