+641.7%
BE vs HAL
-6.9%
+648.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.3% |
| 7D | -13.4% | -6.5% | -6.9% | -10.2% |
| 30D | -33.9% | -2.1% | -31.8% | -33.3% |
| 3M | -12.0% | -4.9% | -7.1% | -10.9% |
| 6M | -29.0% | -19.3% | -9.7% | -23.4% |
| YTD | +113.4% | +14.3% | +99.1% | +93.0% |
| 1Y | +33.2% | +17.3% | +15.9% | +18.9% |
| 3Y | +1,659.2% | -10.9% | +1,670.1% | +1,639.0% |
| 5Y | +461.4% | +47.4% | +414.0% | +293.3% |
| All | +641.7% | -6.9% | +648.6% | +287.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling