+46.0%
ASML vs HAL
+17.0%
+29.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -2.9% | -6.5% | +3.6% | -1.7% |
| 30D | -15.2% | -2.1% | -13.1% | -14.7% |
| 3M | -12.9% | -4.9% | -8.0% | -12.0% |
| 6M | -5.0% | -19.3% | +14.3% | -2.2% |
| YTD | +41.8% | +14.3% | +27.5% | +30.0% |
| 1Y | +46.0% | +17.3% | +28.7% | +34.8% |
| All | +46.0% | +17.0% | +29.0% | +34.8% |
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