+85.9%
AMZN vs HAL
-4.2%
+90.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | +0.8% | +0.5% | +0.3% | +0.7% |
| 30D | -6.4% | +15.9% | -22.3% | -9.1% |
| 3M | +4.8% | -8.7% | +13.5% | +6.4% |
| 6M | +20.5% | +9.0% | +11.5% | +17.0% |
| YTD | +11.3% | +32.0% | -20.7% | +2.6% |
| 1Y | +9.0% | +72.5% | -63.5% | -6.9% |
| 3Y | +85.9% | -4.5% | +90.4% | +63.7% |
| All | +85.9% | -4.2% | +90.1% | +63.7% |
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