+244.8%
ORCL vs HAL
-17.5%
+262.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -11.2% | -12.0% | +0.8% | -9.1% |
| 30D | -18.8% | +0.3% | -19.1% | -18.9% |
| 3M | -18.8% | -1.6% | -17.2% | -18.7% |
| 6M | -39.7% | -20.5% | -19.2% | -37.6% |
| YTD | -39.6% | +14.2% | -53.9% | -41.8% |
| 1Y | -51.7% | +18.9% | -70.6% | -53.8% |
| 3Y | +10.2% | -13.7% | +24.0% | +9.2% |
| 5Y | +30.8% | +42.2% | -11.3% | +14.6% |
| All | +244.8% | -17.5% | +262.2% | +184.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling