+53.3%
AMZN vs HAL
+52.6%
+0.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.4% | -5.1% | -2.3% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +2.6% | +1.0% | +1.5% | +2.2% |
| 3M | -2.2% | -2.1% | -0.1% | -2.2% |
| 6M | -1.0% | -17.5% | +16.4% | +1.8% |
| YTD | +15.3% | +18.1% | -2.8% | +9.5% |
| 1Y | +6.9% | +19.7% | -12.9% | +1.1% |
| 3Y | +85.4% | -7.9% | +93.3% | +78.0% |
| 5Y | +53.3% | +53.1% | +0.2% | +30.5% |
| All | +53.3% | +52.6% | +0.7% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling