+38.6%
GOOGL vs HAL
+74.2%
-35.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.2% |
| 7D | -1.9% | -1.3% | -0.5% | -1.9% |
| 30D | -7.5% | +10.9% | -18.3% | -7.1% |
| 3M | -9.2% | -5.8% | -3.3% | -9.5% |
| 6M | +8.1% | +8.1% | -0.1% | +7.5% |
| YTD | +5.8% | +33.2% | -27.4% | +5.3% |
| All | +38.6% | +74.2% | -35.6% | +40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling