+6.3%
HAL vs CHD
+128.6%
-122.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.0% |
| 7D | -1.3% | -4.2% | +2.8% | -0.9% |
| 30D | +10.9% | -7.6% | +18.5% | +11.7% |
| 3M | -5.8% | -1.6% | -4.3% | -5.8% |
| 6M | +8.1% | -6.3% | +14.4% | +8.7% |
| YTD | +33.2% | +14.6% | +18.6% | +30.7% |
| 1Y | +74.2% | +1.6% | +72.6% | +73.2% |
| 3Y | -3.7% | +3.1% | -6.8% | -5.1% |
| 5Y | +111.9% | +21.1% | +90.8% | +100.1% |
| All | +6.3% | +128.6% | -122.4% | -4.6% |
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