+109.7%
HAL vs BBAI
-70.3%
+180.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.5% | -1.0% | +1.5% | +0.5% |
| 30D | +15.9% | -10.7% | +26.6% | +16.2% |
| 3M | -8.7% | -32.3% | +23.5% | -8.1% |
| 6M | +9.0% | -31.3% | +40.3% | +9.6% |
| YTD | +32.0% | -45.9% | +77.9% | +33.1% |
| 1Y | +72.5% | -40.0% | +112.5% | +73.1% |
| 3Y | -4.5% | +72.8% | -77.3% | -8.2% |
| 5Y | +109.7% | -70.4% | +180.0% | +91.0% |
| All | +109.7% | -70.3% | +180.0% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BBAI 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling