+1,251.0%
BE vs HAL
+101.7%
+1,149.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.7% | +10.4% | +9.9% |
| 7D | +29.8% | +0.5% | +29.3% | +29.4% |
| 30D | +26.4% | +15.9% | +10.5% | +18.4% |
| 3M | +9.3% | -8.7% | +18.0% | +12.0% |
| 6M | +105.1% | +9.0% | +96.0% | +93.6% |
| YTD | +219.0% | +32.0% | +187.0% | +178.0% |
| 1Y | +418.8% | +72.5% | +346.3% | +300.3% |
| 3Y | +1,784.6% | -4.5% | +1,789.1% | +1,727.1% |
| 5Y | +1,251.0% | +109.7% | +1,141.3% | +841.2% |
| All | +1,251.0% | +101.7% | +1,149.3% | +841.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling