-3.8%
NFLX vs HAL
+47.7%
-51.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -0.3% | -6.5% | +6.2% | +0.6% |
| 30D | -10.0% | -2.1% | -7.9% | -9.9% |
| 3M | -17.1% | -4.9% | -12.2% | -16.8% |
| 6M | -27.7% | -19.3% | -8.4% | -25.8% |
| YTD | -32.5% | +14.3% | -46.8% | -34.7% |
| 1Y | -43.5% | +17.3% | -60.8% | -45.6% |
| 3Y | +41.4% | -10.9% | +52.4% | +41.0% |
| All | -3.8% | +47.7% | -51.4% | -9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling