+102.0%
META vs HAL
-10.0%
+112.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | +5.7% | -7.9% | +13.6% | +6.9% |
| 30D | -10.8% | -2.1% | -8.7% | -10.5% |
| 3M | +8.4% | +0.4% | +8.0% | +8.1% |
| 6M | +5.4% | -19.2% | +24.6% | +8.4% |
| YTD | -2.6% | +14.4% | -17.0% | -7.4% |
| 1Y | +3.5% | +18.0% | -14.5% | -2.4% |
| 3Y | +102.0% | -9.7% | +111.7% | +81.2% |
| All | +102.0% | -10.0% | +112.0% | +81.2% |
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