+911.5%
BE vs HAL
+8.3%
+903.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +7.9% | +7.6% |
| 7D | +20.0% | +2.9% | +17.0% | +18.2% |
| 30D | +7.9% | +17.0% | -9.1% | -0.9% |
| 3M | -13.2% | -9.7% | -3.6% | -10.5% |
| 6M | +53.5% | +8.6% | +44.8% | +43.4% |
| YTD | +191.0% | +33.0% | +158.0% | +145.8% |
| 1Y | +360.5% | +68.3% | +292.2% | +240.9% |
| 3Y | +1,568.0% | +0.1% | +1,567.9% | +1,460.0% |
| 5Y | +1,055.2% | +102.6% | +952.6% | +585.4% |
| All | +911.5% | +8.3% | +903.2% | +393.9% |
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