+6.3%
HAL vs BAX
-36.6%
+42.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.5% |
| 7D | -1.3% | -5.1% | +3.8% | +0.3% |
| 30D | +10.9% | -12.2% | +23.1% | +15.3% |
| 3M | -5.8% | +21.8% | -27.7% | -12.7% |
| 6M | +8.1% | +36.3% | -28.2% | -4.5% |
| YTD | +33.2% | +27.8% | +5.4% | +18.9% |
| 1Y | +74.2% | -0.1% | +74.2% | +68.8% |
| 3Y | -3.7% | -33.3% | +29.6% | +5.0% |
| 5Y | +111.9% | -67.1% | +179.0% | +212.6% |
| All | +6.3% | -36.6% | +42.9% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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