+39.9%
BKNG vs HAL
-7.8%
+47.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -9.8% | -3.3% | -6.5% | -9.6% |
| 30D | -17.9% | +8.2% | -26.0% | -18.3% |
| 3M | +6.6% | -9.4% | +16.0% | +7.8% |
| 6M | +1.1% | +0.6% | +0.4% | +0.2% |
| YTD | -18.2% | +28.6% | -46.8% | -22.4% |
| 1Y | -20.2% | +63.9% | -84.1% | -27.8% |
| 3Y | +39.9% | -7.1% | +47.0% | +31.9% |
| All | +39.9% | -7.8% | +47.7% | +31.9% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling