+465.4%
BE vs HAL
+40.6%
+424.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.8% | +11.9% |
| 7D | -1.2% | -7.9% | +6.7% | +2.1% |
| 30D | -30.9% | -2.1% | -28.8% | -30.4% |
| 3M | -11.6% | +0.4% | -12.0% | -12.8% |
| 6M | -25.7% | -19.2% | -6.5% | -20.8% |
| YTD | +123.1% | +14.4% | +108.8% | +104.6% |
| 1Y | +43.4% | +18.0% | +25.4% | +29.8% |
| 3Y | +1,683.6% | -9.7% | +1,693.3% | +1,660.3% |
| 5Y | +465.4% | +40.1% | +425.3% | +343.0% |
| All | +465.4% | +40.6% | +424.8% | +343.0% |
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