+22.5%
CTSH vs HAL
+1.7%
+20.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.7% |
| 7D | -5.5% | +0.5% | -5.9% | -5.6% |
| 30D | +4.5% | +15.9% | -11.4% | +1.0% |
| 3M | +13.7% | -8.7% | +22.5% | +15.7% |
| 6M | -8.4% | +9.0% | -17.4% | -10.9% |
| YTD | -26.5% | +32.0% | -58.5% | -31.8% |
| 1Y | -13.9% | +72.5% | -86.4% | -25.3% |
| 3Y | -11.3% | -4.5% | -6.8% | -13.8% |
| 5Y | -14.8% | +109.7% | -124.5% | -34.6% |
| 10Y | +22.5% | +1.2% | +21.3% | -14.5% |
| All | +22.5% | +1.7% | +20.9% | -14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling