+59.3%
AMAT vs HAL
+17.0%
+42.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -2.5% | -6.5% | +4.0% | -1.3% |
| 30D | -26.5% | -2.1% | -24.4% | -26.0% |
| 3M | -28.6% | -4.9% | -23.7% | -27.7% |
| 6M | -14.2% | -19.3% | +5.0% | -11.1% |
| YTD | +45.5% | +14.3% | +31.2% | +38.4% |
| 1Y | +59.3% | +17.3% | +42.0% | +52.1% |
| All | +59.3% | +17.0% | +42.3% | +52.1% |
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 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