+1,395.4%
ASML vs HAL
-17.5%
+1,412.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.3% | +5.1% |
| 7D | -9.0% | -12.0% | +3.0% | -5.9% |
| 30D | -21.0% | +0.3% | -21.2% | -21.0% |
| 3M | -16.3% | -1.6% | -14.7% | -16.2% |
| 6M | -7.5% | -20.5% | +13.0% | -2.3% |
| YTD | +34.0% | +14.2% | +19.8% | +27.7% |
| 1Y | +39.3% | +18.9% | +20.4% | +31.1% |
| 3Y | +128.9% | -13.7% | +142.6% | +128.8% |
| 5Y | +76.1% | +42.2% | +33.9% | +48.3% |
| All | +1,395.4% | -17.5% | +1,412.9% | +1,091.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling