+2.0%
QCOM vs HAL
+17.1%
-15.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.5% | +3.6% |
| 7D | +5.8% | -7.9% | +13.7% | +6.9% |
| 30D | -2.3% | -2.1% | -0.2% | -2.0% |
| 3M | +2.7% | +0.4% | +2.3% | +2.8% |
| 6M | -21.0% | -19.2% | -1.8% | -18.6% |
| YTD | +1.8% | +14.4% | -12.6% | -5.2% |
| All | +2.0% | +17.1% | -15.1% | -5.9% |
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