+289.3%
INTC vs HAL
+74.7%
+214.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.6% |
| 7D | +7.1% | +2.9% | +4.1% | +6.4% |
| 30D | -5.2% | +17.0% | -22.2% | -8.6% |
| 3M | -14.3% | -9.7% | -4.6% | -11.1% |
| 6M | +110.2% | +8.6% | +101.6% | +106.3% |
| YTD | +159.6% | +33.0% | +126.6% | +140.3% |
| 1Y | +289.3% | +68.3% | +221.0% | +241.7% |
| All | +289.3% | +74.7% | +214.6% | +241.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling