+23.3%
BA vs HAL
-13.9%
+37.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | -1.3% |
| 7D | -1.1% | +6.1% | -7.2% | -3.5% |
| 30D | -7.1% | +2.9% | -10.0% | -8.5% |
| 3M | -25.5% | +3.3% | -28.9% | -27.0% |
| 6M | -28.7% | -16.9% | -11.8% | -24.5% |
| YTD | -21.0% | +21.2% | -42.2% | -29.8% |
| 1Y | -11.9% | +27.5% | -39.4% | -23.6% |
| 3Y | -16.2% | -6.4% | -9.7% | -20.4% |
| 5Y | -22.4% | +58.0% | -80.4% | -47.9% |
| All | +23.3% | -13.9% | +37.2% | -32.2% |
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 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