+103.6%
HAL vs BDX
-3.5%
+107.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.0% | -2.4% |
| 7D | -3.3% | -5.4% | +2.1% | -2.1% |
| 30D | +7.2% | -2.2% | +9.4% | +7.7% |
| 3M | -8.8% | +20.1% | -28.9% | -12.7% |
| 6M | +3.0% | +9.1% | -6.1% | +0.8% |
| YTD | +29.4% | +17.9% | +11.5% | +23.8% |
| 1Y | +62.8% | +22.1% | +40.8% | +54.2% |
| 3Y | -6.4% | -10.5% | +4.1% | -4.8% |
| 5Y | +103.6% | -2.6% | +106.2% | +103.6% |
| All | +103.6% | -3.5% | +107.1% | +103.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling