+319.1%
DELL vs HAL
+74.7%
+244.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.5% |
| 7D | +14.9% | +2.9% | +11.9% | +14.8% |
| 30D | +13.3% | +17.0% | -3.8% | +12.6% |
| 3M | +24.4% | -9.7% | +34.0% | +25.0% |
| 6M | +258.0% | +8.6% | +249.4% | +250.2% |
| YTD | +320.2% | +33.0% | +287.2% | +301.6% |
| 1Y | +319.1% | +68.3% | +250.7% | +290.9% |
| All | +319.1% | +74.7% | +244.4% | +290.9% |
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 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