+43.3%
DIS vs HAL
-16.0%
+59.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | +5.2% | -12.0% | +17.2% | +7.6% |
| 30D | +11.5% | +0.3% | +11.2% | +11.2% |
| 3M | +11.5% | -1.6% | +13.1% | +11.3% |
| 6M | +8.9% | -20.5% | +29.4% | +13.2% |
| YTD | +3.4% | +14.2% | -10.8% | -2.9% |
| 1Y | +7.2% | +18.9% | -11.7% | -0.6% |
| 3Y | +43.3% | -13.7% | +57.1% | +31.5% |
| All | +43.3% | -16.0% | +59.3% | +31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling