+1,497.9%
META vs HAL
+36.8%
+1,461.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.7% | -3.4% |
| 7D | -3.1% | -11.1% | +8.0% | -1.2% |
| 30D | -18.1% | -2.4% | -15.7% | -17.8% |
| 3M | +2.9% | +0.8% | +2.1% | +2.5% |
| 6M | +0.2% | -22.8% | +23.0% | +4.0% |
| YTD | -8.1% | +14.5% | -22.6% | -11.4% |
| 1Y | -4.5% | +20.2% | -24.7% | -8.8% |
| 3Y | +94.2% | -15.2% | +109.3% | +92.8% |
| 5Y | +79.1% | +42.5% | +36.5% | +57.2% |
| 10Y | +405.9% | -16.5% | +422.4% | +326.1% |
| All | +1,497.9% | +36.8% | +1,461.1% | +1,302.2% |
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 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