+1.2%
HAL vs BAH
+182.5%
-181.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | +0.5% | -4.3% | +4.8% | +1.7% |
| 30D | +15.9% | -4.5% | +20.4% | +17.3% |
| 3M | -8.7% | -7.6% | -1.1% | -7.1% |
| 6M | +9.0% | -10.6% | +19.6% | +11.4% |
| YTD | +32.0% | -12.6% | +44.6% | +34.4% |
| 1Y | +72.5% | -27.0% | +99.4% | +85.0% |
| 3Y | -4.5% | -31.5% | +26.9% | -2.1% |
| 5Y | +109.7% | -3.8% | +113.5% | +83.7% |
| 10Y | +1.2% | +183.9% | -182.7% | -30.8% |
| All | +1.2% | +182.5% | -181.3% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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