+1,106.2%
DELL vs HAL
+112.2%
+994.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | +8.7% | -1.3% | +10.1% | +9.1% |
| 30D | +16.9% | +10.9% | +6.0% | +13.3% |
| 3M | +40.4% | -5.8% | +46.3% | +42.3% |
| 6M | +267.1% | +8.1% | +259.0% | +253.9% |
| YTD | +329.1% | +33.2% | +295.9% | +285.8% |
| 1Y | +346.9% | +74.2% | +272.8% | +265.3% |
| 3Y | +696.6% | -3.7% | +700.3% | +652.2% |
| 5Y | +1,106.2% | +111.9% | +994.3% | +736.4% |
| All | +1,106.2% | +112.2% | +994.0% | +736.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling