+404.3%
META vs HAL
-17.5%
+421.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.8% | -12.0% | +11.2% | +1.2% |
| 30D | -15.4% | +0.3% | -15.7% | -15.5% |
| 3M | +3.5% | -1.6% | +5.1% | +3.5% |
| 6M | -0.3% | -20.5% | +20.2% | +2.9% |
| YTD | -7.3% | +14.2% | -21.6% | -10.6% |
| 1Y | -1.1% | +18.9% | -19.9% | -5.3% |
| 3Y | +95.1% | -13.7% | +108.8% | +92.9% |
| 5Y | +80.6% | +42.2% | +38.4% | +58.9% |
| All | +404.3% | -17.5% | +421.8% | +328.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling