+50,177.4%
TSCO vs HAL
+755.5%
+49,422.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +1.7% | +0.5% | +1.2% | +1.6% |
| 30D | +2.8% | +15.9% | -13.1% | +0.4% |
| 3M | +17.9% | -8.7% | +26.6% | +19.2% |
| 6M | -28.6% | +9.0% | -37.6% | -30.0% |
| YTD | -28.0% | +32.0% | -60.1% | -31.6% |
| 1Y | -39.9% | +72.5% | -112.3% | -45.4% |
| 3Y | -14.0% | -4.5% | -9.5% | -15.7% |
| 5Y | -2.9% | +109.7% | -112.6% | -18.0% |
| 10Y | +199.5% | +1.2% | +198.3% | +158.7% |
| All | +50,177.4% | +755.5% | +49,422.0% | +32,544.9% |
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 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