+26.7%
NFLX vs HAL
+101.7%
-75.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | -5.0% | +0.5% | -5.5% | -5.0% |
| 30D | +3.5% | +15.9% | -12.4% | +1.5% |
| 3M | -7.1% | -8.7% | +1.6% | -6.1% |
| 6M | -22.5% | +9.0% | -31.5% | -23.7% |
| YTD | -18.1% | +32.0% | -50.1% | -21.9% |
| 1Y | -38.3% | +72.5% | -110.8% | -44.0% |
| 3Y | +73.4% | -4.5% | +77.9% | +72.0% |
| 5Y | +26.7% | +109.7% | -83.0% | +19.2% |
| All | +26.7% | +101.7% | -75.0% | +19.2% |
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 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