-14.9%
HAL vs BDX
+95.1%
-110.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.7% |
| 7D | +6.1% | +2.9% | +3.2% | +5.0% |
| 30D | +2.9% | +15.4% | -12.5% | -2.6% |
| 3M | +3.3% | +20.5% | -17.2% | -3.9% |
| 6M | -16.9% | +53.2% | -70.1% | -29.9% |
| YTD | +21.2% | +45.7% | -24.5% | +3.6% |
| 1Y | +27.5% | +47.3% | -19.7% | +8.5% |
| 3Y | -6.4% | +25.1% | -31.5% | -16.5% |
| 5Y | +58.0% | +27.4% | +30.6% | +36.2% |
| All | -14.9% | +95.1% | -110.0% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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