+52,297.5%
NFLX vs HAL
+422.8%
+51,874.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.8% |
| 7D | -4.4% | +2.6% | -7.0% | -4.9% |
| 30D | -11.0% | -0.1% | -10.9% | -11.2% |
| 3M | -15.5% | -1.1% | -14.4% | -15.7% |
| 6M | -28.5% | -20.7% | -7.7% | -25.6% |
| YTD | -33.1% | +17.5% | -50.7% | -36.3% |
| 1Y | -45.8% | +24.1% | -70.0% | -49.0% |
| 3Y | +40.2% | -8.4% | +48.6% | +37.0% |
| 5Y | -8.2% | +53.2% | -61.4% | -22.1% |
| 10Y | +446.2% | -17.2% | +463.4% | +374.8% |
| All | +52,297.5% | +422.8% | +51,874.7% | +16,414.4% |
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