+188.9%
AMAT vs HAL
+74.7%
+114.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.4% |
| 7D | -1.5% | +2.9% | -4.4% | -1.9% |
| 30D | -14.8% | +17.0% | -31.8% | -16.8% |
| 3M | -9.3% | -9.7% | +0.4% | -8.0% |
| 6M | +27.4% | +8.6% | +18.8% | +25.4% |
| YTD | +77.6% | +33.0% | +44.6% | +69.3% |
| 1Y | +188.9% | +68.3% | +120.6% | +176.8% |
| All | +188.9% | +74.7% | +114.3% | +176.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling