+136.0%
GOOG vs HAL
+99.2%
+36.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +1.6% |
| 7D | 0.0% | -3.3% | +3.4% | +0.4% |
| 30D | -2.0% | +8.2% | -10.1% | -2.9% |
| 3M | -5.9% | -9.4% | +3.6% | -4.9% |
| 6M | +8.9% | +0.6% | +8.3% | +8.2% |
| YTD | +7.1% | +28.6% | -21.5% | +2.7% |
| 1Y | +39.7% | +63.9% | -24.2% | +29.1% |
| 3Y | +145.8% | -7.1% | +153.0% | +138.7% |
| All | +136.0% | +99.2% | +36.9% | +101.5% |
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 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