+9.0%
MSFT vs HAL
+25.6%
-16.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -3.1% | +9.8% | +6.5% |
| 7D | +4.7% | -7.7% | +12.4% | +4.4% |
| 30D | +5.8% | +0.7% | +5.2% | +6.0% |
| 3M | +13.0% | +2.5% | +10.5% | +13.2% |
| 6M | +34.9% | -20.7% | +55.6% | +32.5% |
| YTD | +15.7% | +18.4% | -2.7% | +17.5% |
| 1Y | +9.0% | +25.6% | -16.6% | +10.7% |
| All | +9.0% | +25.6% | -16.6% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling