+36.2%
BMY vs HAL
+28.0%
+8.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.3% | +1.9% |
| 7D | +2.1% | +6.1% | -4.0% | +2.3% |
| 30D | +7.0% | +2.9% | +4.1% | +7.1% |
| 3M | -0.9% | +3.3% | -4.2% | -0.7% |
| 6M | +14.9% | -16.9% | +31.8% | +14.5% |
| YTD | +22.8% | +21.2% | +1.6% | +24.6% |
| 1Y | +36.2% | +27.5% | +8.7% | +37.6% |
| All | +36.2% | +28.0% | +8.3% | +37.6% |
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