-22.1%
BA vs HAL
+41.5%
-63.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.1% | -12.0% | +13.0% | +4.0% |
| 30D | -7.9% | +0.3% | -8.2% | -8.1% |
| 3M | -25.3% | -1.6% | -23.7% | -25.3% |
| 6M | -24.6% | -20.5% | -4.1% | -21.1% |
| YTD | -20.1% | +14.2% | -34.4% | -25.0% |
| 1Y | -11.8% | +18.9% | -30.6% | -18.2% |
| 3Y | -10.1% | -13.7% | +3.6% | -12.3% |
| All | -22.1% | +41.5% | -63.6% | -42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling