+46.1%
ASML vs HAL
+25.6%
+20.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -3.1% |
| 7D | -10.0% | -7.7% | -2.3% | -9.0% |
| 30D | -19.4% | +0.7% | -20.1% | -19.4% |
| 3M | -12.5% | +2.5% | -14.9% | -12.7% |
| 6M | +8.2% | -20.7% | +28.9% | +11.3% |
| YTD | +40.7% | +18.4% | +22.3% | +28.3% |
| 1Y | +46.1% | +25.6% | +20.6% | +32.7% |
| All | +46.1% | +25.6% | +20.6% | +32.7% |
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 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