+92.5%
HAL vs BBAI
-70.8%
+163.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.6% |
| 7D | +2.9% | -4.3% | +7.2% | +3.0% |
| 30D | +17.0% | -3.6% | +20.7% | +17.1% |
| 3M | -9.7% | -38.8% | +29.1% | -8.9% |
| 6M | +8.6% | -23.8% | +32.4% | +8.9% |
| YTD | +33.0% | -45.9% | +78.9% | +34.1% |
| 1Y | +68.3% | -40.8% | +109.1% | +69.0% |
| 3Y | +0.1% | +69.8% | -69.7% | -3.7% |
| 5Y | +102.6% | -70.3% | +173.0% | +87.9% |
| All | +92.5% | -70.8% | +163.3% | +79.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling