+342.1%
GLW vs HAL
+104.8%
+237.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +5.8% |
| 7D | +3.8% | +2.9% | +0.8% | +3.1% |
| 30D | -1.3% | +17.0% | -18.4% | -5.0% |
| 3M | -21.8% | -9.7% | -12.2% | -20.1% |
| 6M | +6.9% | +8.6% | -1.7% | +4.2% |
| YTD | +77.2% | +33.0% | +44.2% | +64.4% |
| 1Y | +123.2% | +68.3% | +54.9% | +95.5% |
| 3Y | +400.0% | +0.1% | +399.9% | +378.1% |
| All | +342.1% | +104.8% | +237.4% | +231.7% |
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