+7.9%
QCOM vs HAL
+74.7%
-66.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +3.3% | +2.9% | +0.4% | +2.9% |
| 30D | +7.7% | +17.0% | -9.3% | +5.1% |
| 3M | -30.1% | -9.7% | -20.4% | -28.6% |
| 6M | +22.8% | +8.6% | +14.2% | +19.7% |
| YTD | +0.2% | +33.0% | -32.8% | -7.7% |
| 1Y | +7.9% | +68.3% | -60.5% | -5.3% |
| All | +7.9% | +74.7% | -66.8% | -5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling