+62.8%
META vs HAL
+104.8%
-42.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +6.7% | +2.9% | +3.8% | +6.3% |
| 30D | +4.8% | +17.0% | -12.3% | +2.5% |
| 3M | -1.6% | -9.7% | +8.0% | -0.4% |
| 6M | -7.5% | +8.6% | -16.1% | -9.3% |
| YTD | -6.4% | +33.0% | -39.4% | -11.4% |
| 1Y | -17.3% | +68.3% | -85.7% | -25.0% |
| 3Y | +109.9% | +0.1% | +109.8% | +99.3% |
| All | +62.8% | +104.8% | -42.0% | +37.6% |
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 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