+68.3%
HAL vs ILMN
+127.6%
-59.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.7% |
| 7D | +2.9% | +1.2% | +1.7% | +3.0% |
| 30D | +17.0% | +9.2% | +7.9% | +17.5% |
| 3M | -9.7% | +29.8% | -39.5% | -8.3% |
| 6M | +8.6% | +69.2% | -60.6% | +11.5% |
| YTD | +33.0% | +66.4% | -33.4% | +36.1% |
| 1Y | +68.3% | +123.4% | -55.1% | +76.3% |
| All | +68.3% | +127.6% | -59.3% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 1y: compounded portfolio wealth divided by compounded ILMN 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…
1y analysis · Full analysis span regression · 6 months rolling