+111.9%
INTC vs HAL
-13.9%
+125.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.1% | -5.6% | -3.4% |
| 7D | +6.0% | +6.1% | -0.1% | +4.3% |
| 30D | -39.2% | +2.9% | -42.1% | -39.6% |
| 3M | -42.9% | +3.3% | -46.3% | -43.6% |
| 6M | -50.4% | -16.9% | -33.5% | -48.1% |
| YTD | +61.7% | +21.2% | +40.5% | +51.4% |
| 1Y | +66.1% | +27.5% | +38.6% | +53.3% |
| 3Y | +58.1% | -6.4% | +64.6% | +55.3% |
| 5Y | +27.9% | +58.0% | -30.2% | +4.7% |
| All | +111.9% | -13.9% | +125.9% | +70.2% |
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