-3.1%
BSX vs HAL
+102.8%
-105.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.3% | -3.8% |
| 7D | -8.2% | -3.3% | -4.9% | -7.9% |
| 30D | -15.8% | +7.2% | -23.0% | -16.4% |
| 3M | -10.8% | -8.8% | -2.0% | -10.1% |
| 6M | -38.4% | +3.0% | -41.4% | -38.6% |
| YTD | -54.8% | +29.4% | -84.2% | -56.0% |
| 1Y | -59.0% | +62.8% | -121.9% | -61.2% |
| 3Y | -20.0% | -6.4% | -13.6% | -21.2% |
| 5Y | -3.1% | +103.6% | -106.7% | -17.4% |
| All | -3.1% | +102.8% | -105.9% | -17.4% |
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