+40.1%
GILD vs HAL
+21.2%
+18.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.7% | -4.1% |
| 7D | +1.2% | -11.1% | +12.3% | +0.6% |
| 30D | +16.2% | -2.4% | +18.6% | +16.1% |
| 3M | +27.9% | +0.8% | +27.1% | +27.8% |
| 6M | +27.1% | -22.8% | +49.9% | +26.1% |
| YTD | +39.0% | +14.5% | +24.5% | +39.6% |
| 1Y | +40.1% | +20.2% | +19.9% | +40.1% |
| All | +40.1% | +21.2% | +18.8% | +40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling