-17.0%
HAL vs ROKU
+915.9%
-932.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -12.0% | +3.5% | -15.5% | -12.3% |
| 30D | +0.3% | +5.1% | -4.8% | -0.2% |
| 3M | -1.6% | +7.0% | -8.6% | -2.3% |
| 6M | -20.5% | +25.4% | -45.9% | -22.3% |
| YTD | +14.2% | +48.0% | -33.7% | +9.5% |
| 1Y | +18.9% | +53.1% | -34.3% | +13.4% |
| 3Y | -13.7% | +92.7% | -106.4% | -21.3% |
| 5Y | +42.2% | -42.4% | +84.6% | +36.1% |
| All | -17.0% | +915.9% | -932.9% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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