+2,006.3%
LLY vs HAL
-18.5%
+2,024.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.3% |
| 7D | +0.1% | -7.9% | +8.0% | +0.7% |
| 30D | +19.7% | -2.1% | +21.8% | +19.9% |
| 3M | +19.3% | +0.4% | +18.8% | +19.0% |
| 6M | +49.3% | -19.2% | +68.6% | +51.6% |
| YTD | +32.0% | +14.4% | +17.7% | +29.6% |
| 1Y | +53.7% | +18.0% | +35.7% | +50.3% |
| 3Y | +143.7% | -9.7% | +153.4% | +140.9% |
| 5Y | +463.9% | +40.1% | +423.7% | +424.0% |
| 10Y | +2,006.3% | -19.1% | +2,025.5% | +1,763.4% |
| All | +2,006.3% | -18.5% | +2,024.8% | +1,763.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling