-39.8%
NFLX vs HAL
+72.7%
-112.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -0.9% |
| 7D | -8.1% | -1.3% | -6.8% | -8.2% |
| 30D | -0.3% | +10.9% | -11.2% | +0.4% |
| 3M | -6.6% | -5.8% | -0.8% | -6.5% |
| 6M | -22.7% | +8.1% | -30.8% | -21.4% |
| YTD | -18.9% | +33.2% | -52.1% | -16.1% |
| 1Y | -39.8% | +74.2% | -114.0% | -37.2% |
| All | -39.8% | +72.7% | -112.6% | -37.2% |
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 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