+1,462.0%
BA vs HAL
+500.8%
+961.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.3% | +0.7% | -1.7% |
| 7D | -0.1% | -11.1% | +11.0% | +3.0% |
| 30D | -9.1% | -2.4% | -6.7% | -8.7% |
| 3M | -28.2% | +0.8% | -29.0% | -28.7% |
| 6M | -23.1% | -22.8% | -0.3% | -18.6% |
| YTD | -20.6% | +14.5% | -35.1% | -25.0% |
| 1Y | -12.7% | +20.2% | -32.9% | -18.8% |
| 3Y | -11.6% | -15.2% | +3.6% | -11.7% |
| 5Y | -23.1% | +42.5% | -65.7% | -36.0% |
| 10Y | +34.4% | -16.5% | +50.9% | +13.4% |
| All | +1,462.0% | +500.8% | +961.1% | +682.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling