+51.9%
PYPL vs HAL
-16.5%
+68.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | -1.1% | +2.6% | -3.8% | -1.6% |
| 30D | +3.8% | -0.1% | +3.9% | +3.6% |
| 3M | -1.3% | -1.1% | -0.1% | -1.4% |
| 6M | +29.0% | -20.7% | +49.8% | +34.1% |
| YTD | +0.7% | +17.5% | -16.8% | -4.1% |
| 1Y | -12.3% | +24.1% | -36.4% | -17.5% |
| 3Y | +7.6% | -8.4% | +16.0% | +5.4% |
| 5Y | -71.7% | +53.2% | -124.9% | -75.9% |
| All | +51.9% | -16.5% | +68.4% | +16.8% |
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