+1,545.2%
LLY vs HAL
+1.7%
+1,543.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.2% |
| 7D | -3.1% | +0.5% | -3.6% | -3.2% |
| 30D | -5.1% | +15.9% | -21.0% | -6.3% |
| 3M | -2.1% | -8.7% | +6.7% | -1.4% |
| 6M | +13.8% | +9.0% | +4.8% | +12.6% |
| YTD | +5.1% | +32.0% | -26.9% | +2.0% |
| 1Y | +53.1% | +72.5% | -19.3% | +44.5% |
| 3Y | +95.6% | -4.5% | +100.2% | +92.6% |
| 5Y | +361.5% | +109.7% | +251.8% | +311.1% |
| 10Y | +1,545.2% | +1.2% | +1,544.0% | +1,340.3% |
| All | +1,545.2% | +1.7% | +1,543.5% | +1,340.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling