+66.9%
AMAT vs HAL
+28.0%
+38.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.1% | -5.9% | -3.4% |
| 7D | +11.4% | +6.1% | +5.3% | +10.0% |
| 30D | -17.0% | +2.9% | -19.9% | -17.3% |
| 3M | -30.6% | +3.3% | -34.0% | -30.9% |
| 6M | -14.9% | -16.9% | +2.0% | -12.3% |
| YTD | +44.7% | +21.2% | +23.5% | +34.2% |
| 1Y | +66.9% | +27.5% | +39.3% | +51.0% |
| All | +66.9% | +28.0% | +38.9% | +51.0% |
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