-17.4%
HAL vs B
+218.7%
-236.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | 0.0% |
| 7D | +2.6% | -6.2% | +8.8% | +3.6% |
| 30D | -0.1% | -6.6% | +6.5% | +0.8% |
| 3M | -1.1% | -7.9% | +6.7% | -0.3% |
| 6M | -20.7% | -16.8% | -3.9% | -19.1% |
| YTD | +17.5% | -11.7% | +29.2% | +17.5% |
| 1Y | +24.1% | +3.5% | +20.6% | +20.1% |
| 3Y | -8.4% | +165.7% | -174.1% | -29.6% |
| 5Y | +53.2% | +108.4% | -55.2% | +22.6% |
| All | -17.4% | +218.7% | -236.1% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 10y: compounded portfolio wealth divided by compounded B 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…
10y analysis · Full analysis span regression · 6 months rolling