+217.2%
HPQ vs HAL
+5.2%
+212.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +1.9% |
| 7D | +3.5% | -3.3% | +6.8% | +4.6% |
| 30D | +13.7% | +7.2% | +6.5% | +11.0% |
| 3M | +33.9% | -8.8% | +42.6% | +37.0% |
| 6M | +80.9% | +3.0% | +77.9% | +77.0% |
| YTD | +52.6% | +29.4% | +23.2% | +37.9% |
| 1Y | +21.2% | +62.8% | -41.6% | +1.0% |
| 3Y | +26.9% | -6.4% | +33.3% | +23.2% |
| 5Y | +41.1% | +103.6% | -62.5% | +0.5% |
| All | +217.2% | +5.2% | +212.0% | +120.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling