+737.9%
BE vs HAL
-3.8%
+741.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +3.4% | +9.6% | +11.3% |
| 7D | +4.5% | -0.2% | +4.7% | +5.1% |
| 30D | -20.1% | +1.0% | -21.1% | -20.5% |
| 3M | -0.8% | -2.1% | +1.3% | -0.8% |
| 6M | -26.2% | -17.5% | -8.7% | -21.2% |
| YTD | +141.1% | +18.1% | +122.9% | +114.8% |
| 1Y | +64.8% | +19.7% | +45.1% | +46.0% |
| 3Y | +1,887.4% | -7.9% | +1,895.3% | +1,836.2% |
| 5Y | +518.1% | +53.1% | +465.0% | +325.8% |
| All | +737.9% | -3.8% | +741.7% | +331.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling