+23.4%
BA vs HAL
-16.5%
+39.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | -0.6% | +2.6% | -3.2% | -1.6% |
| 30D | -8.0% | -0.1% | -7.9% | -8.2% |
| 3M | -25.8% | -1.1% | -24.7% | -25.9% |
| 6M | -27.6% | -20.7% | -6.8% | -21.8% |
| YTD | -21.0% | +17.5% | -38.5% | -28.9% |
| 1Y | -12.3% | +24.1% | -36.4% | -23.1% |
| 3Y | -12.8% | -8.4% | -4.4% | -16.4% |
| 5Y | -22.4% | +53.2% | -75.6% | -47.2% |
| All | +23.4% | -16.5% | +39.9% | -31.3% |
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 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