+273,029.3%
AMZN vs HAL
+171.3%
+272,858.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +2.8% | +2.6% | +0.1% | +2.1% |
| 30D | +3.4% | -0.1% | +3.5% | +3.2% |
| 3M | +0.1% | -1.1% | +1.2% | -0.2% |
| 6M | +0.6% | -20.7% | +21.3% | +5.2% |
| YTD | +15.9% | +17.5% | -1.7% | +9.7% |
| 1Y | +9.5% | +24.1% | -14.6% | +2.2% |
| 3Y | +86.3% | -8.4% | +94.7% | +82.7% |
| 5Y | +51.7% | +53.2% | -1.5% | +26.2% |
| 10Y | +623.8% | -17.2% | +641.0% | +507.6% |
| All | +273,029.3% | +171.3% | +272,858.0% | +114,785.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling