+143.8%
GOOGL vs HAL
-4.5%
+148.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.4% |
| 7D | -1.9% | -1.3% | -0.5% | -1.7% |
| 30D | -7.5% | +10.9% | -18.3% | -8.7% |
| 3M | -9.2% | -5.8% | -3.3% | -8.6% |
| 6M | +8.1% | +8.1% | -0.1% | +6.1% |
| YTD | +5.8% | +33.2% | -27.4% | +0.1% |
| 1Y | +38.3% | +74.2% | -35.8% | +24.0% |
| All | +143.8% | -4.5% | +148.3% | +126.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling