+13,447.0%
GOOG vs HAL
+265.8%
+13,181.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | +1.1% | +0.5% | +0.6% | +1.0% |
| 30D | -5.1% | +15.9% | -21.0% | -8.4% |
| 3M | -7.1% | -8.7% | +1.6% | -5.5% |
| 6M | +12.7% | +9.0% | +3.6% | +9.3% |
| YTD | +7.1% | +32.0% | -24.9% | -0.9% |
| 1Y | +43.6% | +72.5% | -28.9% | +24.0% |
| 3Y | +146.8% | -4.5% | +151.3% | +139.2% |
| 5Y | +133.7% | +109.7% | +24.0% | +76.7% |
| 10Y | +773.3% | +1.2% | +772.1% | +590.7% |
| All | +13,447.0% | +265.8% | +13,181.1% | +8,173.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling