-11.5%
BA vs HAL
+17.1%
-28.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -1.7% | -7.9% | +6.2% | -2.6% |
| 30D | -9.5% | -2.1% | -7.4% | -9.7% |
| 3M | -26.5% | +0.4% | -26.9% | -26.1% |
| 6M | -27.4% | -19.2% | -8.1% | -28.7% |
| YTD | -20.6% | +14.4% | -35.0% | -24.8% |
| All | -11.5% | +17.1% | -28.6% | -17.0% |
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