+950.6%
BSX vs HAL
+924.0%
+26.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.7% | -5.2% | -5.7% |
| 7D | -6.4% | +0.5% | -6.9% | -6.5% |
| 30D | -8.8% | +15.9% | -24.7% | -11.6% |
| 3M | -7.6% | -8.7% | +1.1% | -6.2% |
| 6M | -37.0% | +9.0% | -46.0% | -38.4% |
| YTD | -52.8% | +32.0% | -84.8% | -55.8% |
| 1Y | -58.4% | +72.5% | -130.9% | -63.4% |
| 3Y | -16.5% | -4.5% | -12.0% | -18.8% |
| 5Y | -1.2% | +109.7% | -110.8% | -22.6% |
| 10Y | +83.7% | +1.2% | +82.5% | +48.4% |
| All | +950.6% | +924.0% | +26.6% | +321.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling