+755.6%
GOOGL vs HAL
+4.5%
+751.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.9% |
| 7D | 0.0% | -3.3% | +3.3% | +0.6% |
| 30D | -1.4% | +8.2% | -9.6% | -2.8% |
| 3M | -5.3% | -9.4% | +4.1% | -4.0% |
| 6M | +9.8% | +0.6% | +9.2% | +8.9% |
| YTD | +8.4% | +28.6% | -20.2% | +2.6% |
| 1Y | +41.2% | +63.9% | -22.7% | +27.5% |
| 3Y | +149.6% | -7.1% | +156.7% | +144.7% |
| 5Y | +142.6% | +102.3% | +40.2% | +97.5% |
| All | +755.6% | +4.5% | +751.0% | +588.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling