-6.0%
HAL vs ROKU
+875.4%
-881.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.7% | -2.9% |
| 7D | -3.3% | -2.6% | -0.6% | -3.0% |
| 30D | +7.2% | +2.1% | +5.1% | +7.0% |
| 3M | -8.8% | +31.8% | -40.6% | -11.3% |
| 6M | +3.0% | +53.3% | -50.3% | -1.5% |
| YTD | +29.4% | +42.1% | -12.7% | +24.5% |
| 1Y | +62.8% | +62.3% | +0.5% | +54.5% |
| 3Y | -6.4% | +84.6% | -91.1% | -14.7% |
| 5Y | +103.6% | -53.1% | +156.7% | +98.2% |
| All | -6.0% | +875.4% | -881.4% | -26.8% |
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