+15,172.7%
INTC vs HAL
+597.8%
+14,574.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.6% |
| 7D | +7.1% | +2.9% | +4.1% | +6.3% |
| 30D | -5.2% | +17.0% | -22.2% | -8.9% |
| 3M | -14.3% | -9.7% | -4.6% | -12.5% |
| 6M | +110.2% | +8.6% | +101.6% | +104.7% |
| YTD | +159.6% | +33.0% | +126.6% | +140.4% |
| 1Y | +289.3% | +68.3% | +221.0% | +239.7% |
| 3Y | +166.1% | +0.1% | +165.9% | +159.7% |
| 5Y | +94.4% | +102.6% | -8.3% | +54.9% |
| 10Y | +227.7% | +3.8% | +223.9% | +168.2% |
| All | +15,172.7% | +597.8% | +14,574.9% | +5,855.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling