+99.4%
WMT vs HAL
-4.5%
+103.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | -0.2% | -1.3% | +1.1% | -0.2% |
| 30D | -5.8% | +10.9% | -16.7% | -6.4% |
| 3M | -10.8% | -5.8% | -4.9% | -10.5% |
| 6M | -14.3% | +8.1% | -22.5% | -14.8% |
| YTD | -4.4% | +33.2% | -37.6% | -6.2% |
| 1Y | +4.3% | +74.2% | -69.8% | +0.3% |
| All | +99.4% | -4.5% | +103.9% | +93.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling