+48.4%
QCOM vs HAL
-5.8%
+54.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.1% | -5.7% | -3.6% |
| 7D | +4.3% | +6.1% | -1.8% | +2.3% |
| 30D | -0.1% | +2.9% | -3.0% | -1.1% |
| 3M | +5.2% | +3.3% | +1.9% | +3.8% |
| 6M | -18.4% | -16.9% | -1.4% | -13.7% |
| YTD | +2.4% | +21.2% | -18.8% | -6.9% |
| 1Y | +0.9% | +27.5% | -26.7% | -10.1% |
| 3Y | +48.4% | -6.4% | +54.8% | +32.3% |
| All | +48.4% | -5.8% | +54.1% | +32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling