-16.8%
HAL vs CHD
+196.6%
-213.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.1% | +3.3% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | +1.0% | +12.2% | -11.2% | -0.3% |
| 3M | -2.1% | +9.3% | -11.4% | -3.1% |
| 6M | -17.5% | +24.3% | -41.7% | -19.6% |
| YTD | +18.1% | +34.9% | -16.7% | +13.8% |
| 1Y | +19.7% | +32.7% | -13.0% | +15.5% |
| 3Y | -7.9% | +29.4% | -37.3% | -11.7% |
| 5Y | +53.1% | +31.7% | +21.4% | +43.6% |
| 10Y | -16.8% | +191.7% | -208.5% | -25.0% |
| All | -16.8% | +196.6% | -213.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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