+25.1%
HPQ vs HAL
-4.5%
+29.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.7% |
| 7D | +2.2% | -1.3% | +3.6% | +2.6% |
| 30D | +9.7% | +10.9% | -1.1% | +6.5% |
| 3M | +32.7% | -5.8% | +38.6% | +34.9% |
| 6M | +77.7% | +8.1% | +69.6% | +71.6% |
| YTD | +51.0% | +33.2% | +17.8% | +35.0% |
| 1Y | +18.4% | +74.2% | -55.8% | -4.9% |
| All | +25.1% | -4.5% | +29.6% | +10.0% |
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