+65,302.9%
NFLX vs HAL
+491.6%
+64,811.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.8% | -5.2% |
| 7D | -4.2% | +2.9% | -7.2% | -4.8% |
| 30D | +5.5% | +17.0% | -11.6% | +2.0% |
| 3M | -4.1% | -9.7% | +5.6% | -2.5% |
| 6M | -20.7% | +8.6% | -29.3% | -22.6% |
| YTD | -16.5% | +33.0% | -49.5% | -22.2% |
| 1Y | -37.8% | +68.3% | -106.1% | -45.1% |
| 3Y | +77.9% | +0.1% | +77.8% | +71.0% |
| 5Y | +32.5% | +102.6% | -70.1% | +5.8% |
| 10Y | +703.6% | +3.8% | +699.7% | +563.3% |
| All | +65,302.9% | +491.6% | +64,811.3% | +20,062.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling