+1,582.8%
ASML vs HAL
-17.4%
+1,600.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.4% | -1.6% | +0.9% |
| 7D | +2.5% | -0.2% | +2.8% | +2.7% |
| 30D | -12.2% | +1.0% | -13.2% | -12.4% |
| 3M | -14.6% | -2.1% | -12.5% | -14.3% |
| 6M | -1.7% | -17.5% | +15.7% | +2.8% |
| YTD | +44.3% | +18.1% | +26.2% | +36.3% |
| 1Y | +51.0% | +19.7% | +31.3% | +41.9% |
| 3Y | +137.6% | -7.9% | +145.5% | +133.6% |
| 5Y | +92.7% | +53.1% | +39.7% | +59.2% |
| 10Y | +1,582.8% | -16.8% | +1,599.6% | +1,236.9% |
| All | +1,582.8% | -17.4% | +1,600.2% | +1,236.9% |
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