+24.0%
INTC vs HAL
+47.7%
-23.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -4.0% | -6.5% | +2.5% | -2.0% |
| 30D | -44.5% | -2.1% | -42.4% | -44.1% |
| 3M | -40.4% | -4.9% | -35.5% | -39.7% |
| 6M | -53.5% | -19.3% | -34.2% | -50.7% |
| YTD | +57.5% | +14.3% | +43.2% | +49.1% |
| 1Y | +51.2% | +17.3% | +33.9% | +41.7% |
| 3Y | +51.6% | -10.9% | +62.5% | +46.1% |
| All | +24.0% | +47.7% | -23.6% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling