-37.8%
NFLX vs HAL
+74.7%
-112.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.8% | -5.4% |
| 7D | -4.2% | +2.9% | -7.2% | -4.0% |
| 30D | +5.5% | +17.0% | -11.6% | +6.6% |
| 3M | -4.1% | -9.7% | +5.6% | -4.1% |
| 6M | -20.7% | +8.6% | -29.3% | -19.4% |
| YTD | -16.5% | +33.0% | -49.5% | -13.6% |
| 1Y | -37.8% | +68.3% | -106.1% | -35.4% |
| All | -37.8% | +74.7% | -112.5% | -35.4% |
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