+51.2%
MSFT vs HAL
-4.2%
+55.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.4% | -1.1% |
| 7D | -1.4% | +0.5% | -1.9% | -1.5% |
| 30D | -1.0% | +15.9% | -17.0% | -2.2% |
| 3M | +20.2% | -8.7% | +28.9% | +20.9% |
| 6M | +21.3% | +9.0% | +12.2% | +19.7% |
| YTD | +2.8% | +32.0% | -29.2% | -0.8% |
| 1Y | 0.0% | +72.5% | -72.5% | -6.9% |
| 3Y | +51.2% | -4.5% | +55.8% | +39.6% |
| All | +51.2% | -4.2% | +55.4% | +39.6% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling