+9,167.3%
INTC vs HAL
+499.7%
+8,667.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -4.0% | -6.5% | +2.5% | -2.4% |
| 30D | -44.5% | -2.1% | -42.4% | -44.2% |
| 3M | -40.4% | -4.9% | -35.5% | -39.8% |
| 6M | -53.5% | -19.3% | -34.2% | -51.4% |
| YTD | +57.5% | +14.3% | +43.2% | +51.1% |
| 1Y | +51.2% | +17.3% | +33.9% | +44.0% |
| 3Y | +51.6% | -10.9% | +62.5% | +52.4% |
| 5Y | +23.5% | +47.4% | -23.9% | +6.3% |
| 10Y | +106.4% | -20.8% | +127.2% | +79.9% |
| All | +9,167.3% | +499.7% | +8,667.5% | +3,642.7% |
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