+9.7%
AMZN vs HAL
+74.7%
-65.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -3.0% | +2.9% | -5.9% | -3.0% |
| 30D | -5.2% | +17.0% | -22.2% | -5.5% |
| 3M | +1.9% | -9.7% | +11.5% | +1.7% |
| 6M | +19.2% | +8.6% | +10.6% | +17.5% |
| YTD | +12.0% | +33.0% | -21.0% | +7.7% |
| 1Y | +9.7% | +68.3% | -58.6% | +4.2% |
| All | +9.7% | +74.7% | -65.0% | +4.2% |
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