+53.1%
HAL vs CHD
+31.9%
+21.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.1% | +3.4% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | +1.0% | +12.2% | -11.2% | +0.9% |
| 3M | -2.1% | +9.3% | -11.4% | -2.2% |
| 6M | -17.5% | +24.3% | -41.7% | -17.8% |
| YTD | +18.1% | +34.9% | -16.7% | +17.3% |
| 1Y | +19.7% | +32.7% | -13.0% | +18.9% |
| 3Y | -7.9% | +29.4% | -37.3% | -8.9% |
| 5Y | +53.1% | +31.7% | +21.4% | +39.6% |
| All | +53.1% | +31.9% | +21.2% | +39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling