+687.9%
NFLX vs HAL
+3.0%
+684.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.1% |
| 7D | -8.1% | -1.3% | -6.8% | -8.0% |
| 30D | -0.3% | +10.9% | -11.2% | -1.6% |
| 3M | -6.6% | -5.8% | -0.8% | -6.1% |
| 6M | -22.7% | +8.1% | -30.8% | -23.7% |
| YTD | -18.9% | +33.2% | -52.1% | -22.2% |
| 1Y | -39.8% | +74.2% | -114.0% | -44.4% |
| 3Y | +71.7% | -3.7% | +75.4% | +68.9% |
| 5Y | +27.2% | +111.9% | -84.6% | +12.7% |
| 10Y | +687.9% | +7.4% | +680.5% | +733.0% |
| All | +687.9% | +3.0% | +684.8% | +733.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling