+105.3%
HAL vs BB
-30.6%
+135.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | -5.6% | +8.6% | +3.5% |
| 30D | +17.0% | -11.8% | +28.8% | +18.4% |
| 3M | -9.7% | -25.5% | +15.9% | -7.6% |
| 6M | +8.6% | +121.3% | -112.6% | -2.4% |
| YTD | +33.0% | +103.2% | -70.2% | +20.6% |
| 1Y | +68.3% | +102.6% | -34.3% | +52.0% |
| 3Y | +0.1% | +37.5% | -37.4% | -7.7% |
| All | +105.3% | -30.6% | +135.8% | +115.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling