+838.5%
BX vs HAL
+24.5%
+814.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -1.1% | +2.6% | -3.7% | -2.2% |
| 30D | +8.8% | -0.1% | +8.9% | +8.4% |
| 3M | -18.3% | -1.1% | -17.1% | -18.6% |
| 6M | -1.5% | -20.7% | +19.2% | +6.6% |
| YTD | -19.9% | +17.5% | -37.4% | -27.6% |
| 1Y | -14.5% | +24.1% | -38.6% | -24.6% |
| 3Y | +32.3% | -8.4% | +40.7% | +28.4% |
| 5Y | -1.1% | +53.2% | -54.4% | -29.0% |
| 10Y | +657.8% | -17.2% | +675.0% | +476.3% |
| All | +838.5% | +24.5% | +814.0% | +221.0% |
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 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