+103.2%
GOOGL vs HAL
+52.6%
+50.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.4% | -1.2% | +1.7% |
| 7D | +1.6% | -0.2% | +1.8% | +1.6% |
| 30D | -16.8% | +1.0% | -17.8% | -17.0% |
| 3M | -14.6% | -2.1% | -12.5% | -14.6% |
| 6M | -24.4% | -17.5% | -6.9% | -22.9% |
| YTD | -6.1% | +18.1% | -24.2% | -9.3% |
| 1Y | +1.0% | +19.7% | -18.7% | -2.8% |
| 3Y | +123.4% | -7.9% | +131.3% | +117.2% |
| 5Y | +103.2% | +53.1% | +50.2% | +75.5% |
| All | +103.2% | +52.6% | +50.6% | +75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling