+7.0%
WMT vs HAL
+74.7%
-67.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.2% |
| 7D | +3.9% | +2.9% | +1.0% | +3.9% |
| 30D | -4.4% | +17.0% | -21.4% | -4.6% |
| 3M | -8.8% | -9.7% | +0.9% | -8.8% |
| 6M | -15.6% | +8.6% | -24.3% | -15.1% |
| YTD | -3.2% | +33.0% | -36.2% | -1.8% |
| 1Y | +7.0% | +68.3% | -61.3% | +11.1% |
| All | +7.0% | +74.7% | -67.6% | +11.1% |
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