+179.4%
INTC vs HAL
-4.2%
+183.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.7% | +9.8% | +9.3% |
| 7D | +17.4% | +0.5% | +17.0% | +17.1% |
| 30D | +2.8% | +15.9% | -13.2% | -3.6% |
| 3M | -5.3% | -8.7% | +3.5% | -2.1% |
| 6M | +140.6% | +9.0% | +131.6% | +129.1% |
| YTD | +183.1% | +32.0% | +151.1% | +145.9% |
| 1Y | +326.8% | +72.5% | +254.3% | +224.2% |
| 3Y | +179.4% | -4.5% | +184.0% | +143.6% |
| All | +179.4% | -4.2% | +183.6% | +143.6% |
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