+1,534.9%
ASML vs HAL
-18.9%
+1,553.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -2.9% | -6.5% | +3.6% | -1.0% |
| 30D | -15.2% | -2.1% | -13.1% | -14.7% |
| 3M | -12.9% | -4.9% | -8.0% | -11.9% |
| 6M | -5.0% | -19.3% | +14.3% | -0.1% |
| YTD | +41.8% | +14.3% | +27.5% | +35.1% |
| 1Y | +46.0% | +17.3% | +28.7% | +37.9% |
| 3Y | +133.5% | -10.9% | +144.4% | +131.5% |
| 5Y | +93.0% | +47.4% | +45.6% | +61.0% |
| 10Y | +1,534.9% | -20.8% | +1,555.7% | +1,207.7% |
| All | +1,534.9% | -18.9% | +1,553.9% | +1,207.7% |
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 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