+1,470.1%
BA vs HAL
+499.3%
+970.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.1% | -12.0% | +13.0% | +4.5% |
| 30D | -7.9% | +0.3% | -8.2% | -8.2% |
| 3M | -25.3% | -1.6% | -23.7% | -25.3% |
| 6M | -24.6% | -20.5% | -4.1% | -20.7% |
| YTD | -20.1% | +14.2% | -34.4% | -24.6% |
| 1Y | -11.8% | +18.9% | -30.6% | -17.7% |
| 3Y | -10.1% | -13.7% | +3.6% | -10.6% |
| 5Y | -22.7% | +42.2% | -64.9% | -35.7% |
| 10Y | +35.1% | -16.7% | +51.8% | +14.0% |
| All | +1,470.1% | +499.3% | +970.8% | +686.8% |
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