+30.5%
BMY vs HAL
+47.7%
-17.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | +1.8% | -6.5% | +8.3% | +2.2% |
| 30D | +6.2% | -2.1% | +8.3% | +6.3% |
| 3M | -2.1% | -4.9% | +2.7% | -1.9% |
| 6M | +14.3% | -19.3% | +33.6% | +15.7% |
| YTD | +21.6% | +14.3% | +7.3% | +19.7% |
| 1Y | +38.8% | +17.3% | +21.5% | +36.3% |
| 3Y | +42.9% | -10.9% | +53.8% | +40.7% |
| All | +30.5% | +47.7% | -17.2% | +30.5% |
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