+6.4%
HAL vs BB
+3.7%
+2.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.1% |
| 7D | +0.5% | +0.5% | 0.0% | +0.4% |
| 30D | +15.9% | -12.4% | +28.3% | +18.1% |
| 3M | -8.7% | -15.3% | +6.6% | -7.4% |
| 6M | +9.0% | +128.8% | -119.7% | -7.5% |
| YTD | +32.0% | +107.7% | -75.6% | +13.7% |
| 1Y | +72.5% | +103.9% | -31.4% | +48.0% |
| 3Y | -4.5% | +72.6% | -77.1% | -20.3% |
| 5Y | +109.7% | -24.3% | +133.9% | +96.3% |
| All | +6.4% | +3.7% | +2.7% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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