+46.2%
TSLA vs HAL
+112.2%
-66.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | +3.0% | -1.3% | +4.4% | +3.4% |
| 30D | +11.2% | +10.9% | +0.3% | +8.0% |
| 3M | -7.3% | -5.8% | -1.4% | -6.1% |
| 6M | -7.7% | +8.1% | -15.9% | -10.9% |
| YTD | -18.2% | +33.2% | -51.4% | -26.0% |
| 1Y | +6.0% | +74.2% | -68.2% | -12.1% |
| 3Y | +48.0% | -3.7% | +51.7% | +37.5% |
| 5Y | +46.2% | +111.9% | -65.7% | +9.5% |
| All | +46.2% | +112.2% | -66.0% | +9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling