+97,349.8%
ASML vs HAL
+579.2%
+96,770.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.3% |
| 7D | +1.1% | +2.9% | -1.8% | +0.3% |
| 30D | +2.2% | +17.0% | -14.9% | -2.5% |
| 3M | -2.3% | -9.7% | +7.4% | +0.2% |
| 6M | +23.0% | +8.6% | +14.3% | +18.9% |
| YTD | +61.1% | +33.0% | +28.1% | +46.8% |
| 1Y | +129.1% | +68.3% | +60.8% | +93.9% |
| 3Y | +165.4% | +0.1% | +165.2% | +154.5% |
| 5Y | +109.5% | +102.6% | +6.8% | +56.7% |
| 10Y | +1,645.7% | +3.8% | +1,641.9% | +1,251.3% |
| All | +97,349.8% | +579.2% | +96,770.5% | +40,538.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling