+1,570.9%
QQQ vs HAL
+242.3%
+1,328.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | +0.4% | +2.9% | -2.6% | -0.2% |
| 30D | +0.2% | +17.0% | -16.8% | -3.1% |
| 3M | -2.8% | -9.7% | +6.8% | -1.1% |
| 6M | +18.0% | +8.6% | +9.4% | +15.2% |
| YTD | +17.3% | +33.0% | -15.7% | +9.5% |
| 1Y | +25.6% | +68.3% | -42.7% | +11.2% |
| 3Y | +93.7% | +0.1% | +93.6% | +87.2% |
| 5Y | +94.2% | +102.6% | -8.5% | +55.8% |
| 10Y | +557.9% | +3.8% | +554.0% | +435.6% |
| All | +1,570.9% | +242.3% | +1,328.7% | +800.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling