+32,991.5%
GILD vs HAL
+822.3%
+32,169.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.6% |
| 7D | -4.8% | -3.3% | -1.5% | -4.3% |
| 30D | +5.8% | +8.2% | -2.4% | +4.3% |
| 3M | +14.9% | -9.4% | +24.4% | +16.5% |
| 6M | -0.4% | +0.6% | -1.0% | -1.1% |
| YTD | +18.5% | +28.6% | -10.0% | +12.6% |
| 1Y | +25.1% | +63.9% | -38.8% | +13.7% |
| 3Y | +105.9% | -7.1% | +113.0% | +101.9% |
| 5Y | +143.0% | +102.3% | +40.7% | +99.4% |
| 10Y | +162.4% | +3.7% | +158.7% | +118.1% |
| All | +32,991.5% | +822.3% | +32,169.2% | +14,491.8% |
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