+934.0%
BE vs HAL
+5.4%
+928.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.2% | -2.6% |
| 7D | +9.7% | -3.3% | +13.0% | +11.5% |
| 30D | +22.4% | +7.2% | +15.2% | +17.6% |
| 3M | +10.4% | -8.8% | +19.1% | +13.2% |
| 6M | +67.9% | +3.0% | +64.9% | +60.9% |
| YTD | +197.5% | +29.4% | +168.1% | +154.6% |
| 1Y | +310.6% | +62.8% | +247.7% | +208.2% |
| 3Y | +1,657.2% | -6.4% | +1,663.7% | +1,601.0% |
| 5Y | +1,218.2% | +103.6% | +1,114.5% | +678.3% |
| All | +934.0% | +5.4% | +928.6% | +411.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling