+328.9%
INTC vs HAL
+74.2%
+254.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.5% |
| 7D | +18.0% | -1.3% | +19.3% | +18.3% |
| 30D | +8.9% | +10.9% | -1.9% | +6.5% |
| 3M | -1.6% | -5.8% | +4.3% | +0.6% |
| 6M | +133.1% | +8.1% | +125.0% | +129.1% |
| YTD | +187.9% | +33.2% | +154.7% | +166.6% |
| All | +328.9% | +74.2% | +254.7% | +278.0% |
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 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