+3.1%
CTSH vs HAL
-16.0%
+19.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.5% | -2.7% |
| 7D | -0.6% | -12.0% | +11.4% | +1.4% |
| 30D | +13.4% | +0.3% | +13.1% | +13.1% |
| 3M | +14.4% | -1.6% | +16.0% | +14.2% |
| 6M | +27.7% | -20.5% | +48.2% | +32.3% |
| YTD | -20.6% | +14.2% | -34.8% | -24.4% |
| 1Y | -9.1% | +18.9% | -28.0% | -14.3% |
| 3Y | +3.1% | -13.7% | +16.8% | +0.4% |
| All | +3.1% | -16.0% | +19.0% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling