-3.4%
HAL vs BAX
-31.1%
+27.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.8% |
| 7D | +2.9% | -1.1% | +4.1% | +3.1% |
| 30D | +17.0% | -5.5% | +22.5% | +18.1% |
| 3M | -9.7% | +33.5% | -43.2% | -14.8% |
| 6M | +8.6% | +35.9% | -27.2% | +1.7% |
| YTD | +33.0% | +35.4% | -2.4% | +23.6% |
| 1Y | +68.3% | +9.8% | +58.6% | +63.7% |
| All | -3.4% | -31.1% | +27.8% | -3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling