+428.1%
WMT vs HAL
+4.5%
+423.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +1.4% |
| 7D | 0.0% | -3.3% | +3.3% | +0.2% |
| 30D | -7.4% | +8.2% | -15.6% | -7.9% |
| 3M | -10.9% | -9.4% | -1.4% | -10.4% |
| 6M | -12.7% | +0.6% | -13.3% | -12.9% |
| YTD | -3.2% | +28.6% | -31.8% | -4.9% |
| 1Y | +5.3% | +63.9% | -58.6% | +1.8% |
| 3Y | +101.9% | -7.1% | +109.0% | +100.3% |
| 5Y | +134.6% | +102.3% | +32.2% | +119.9% |
| All | +428.1% | +4.5% | +423.5% | +413.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling