+55.3%
BE vs HAL
+25.6%
+29.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.1% | -3.2% | -6.0% |
| 7D | -12.1% | -7.7% | -4.4% | -11.3% |
| 30D | -30.1% | +0.7% | -30.8% | -30.1% |
| 3M | -12.1% | +2.5% | -14.6% | -13.4% |
| 6M | -30.6% | -20.7% | -9.9% | -23.0% |
| YTD | +130.6% | +18.4% | +112.3% | +71.4% |
| 1Y | +55.3% | +25.6% | +29.7% | +9.8% |
| All | +55.3% | +25.6% | +29.7% | +9.8% |
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 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