+692.8%
GOOGL vs HAL
-13.9%
+706.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -1.5% |
| 7D | +3.9% | +6.1% | -2.2% | +2.8% |
| 30D | -14.9% | +2.9% | -17.8% | -15.4% |
| 3M | -14.6% | +3.3% | -17.9% | -15.3% |
| 6M | -26.4% | -16.9% | -9.5% | -24.6% |
| YTD | -5.3% | +21.2% | -26.5% | -9.6% |
| 1Y | +6.5% | +27.5% | -21.1% | +0.6% |
| 3Y | +126.0% | -6.4% | +132.5% | +121.1% |
| 5Y | +100.8% | +58.0% | +42.8% | +71.6% |
| All | +692.8% | -13.9% | +706.7% | +568.1% |
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