+252.1%
INTC vs HAL
+4.5%
+247.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.8% |
| 7D | +7.5% | -3.3% | +10.8% | +8.5% |
| 30D | +2.0% | +8.2% | -6.2% | -0.3% |
| 3M | -12.0% | -9.4% | -2.5% | -10.1% |
| 6M | +114.5% | +0.6% | +113.9% | +112.5% |
| YTD | +179.0% | +28.6% | +150.4% | +157.4% |
| 1Y | +318.3% | +63.9% | +254.4% | +259.3% |
| 3Y | +171.2% | -7.1% | +178.3% | +166.1% |
| 5Y | +107.6% | +102.3% | +5.3% | +58.8% |
| All | +252.1% | +4.5% | +247.6% | +168.4% |
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