+57.3%
LLY vs HAL
+25.6%
+31.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.8% | +0.1% |
| 7D | +10.1% | -7.7% | +17.8% | +8.8% |
| 30D | +24.0% | +0.7% | +23.4% | +24.4% |
| 3M | +27.3% | +2.5% | +24.8% | +28.1% |
| 6M | +47.0% | -20.7% | +67.6% | +42.3% |
| YTD | +32.6% | +18.4% | +14.2% | +41.1% |
| 1Y | +57.3% | +25.6% | +31.8% | +71.2% |
| All | +57.3% | +25.6% | +31.8% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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