+111.2%
HAL vs BBWI
-65.7%
+176.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -1.1% |
| 7D | +2.9% | +1.5% | +1.4% | +2.6% |
| 30D | +17.0% | -5.2% | +22.2% | +17.8% |
| 3M | -9.7% | +11.1% | -20.8% | -12.1% |
| 6M | +8.6% | -13.4% | +22.0% | +9.6% |
| YTD | +33.0% | +0.1% | +32.9% | +29.4% |
| 1Y | +68.3% | -36.1% | +104.4% | +79.2% |
| 3Y | +0.1% | -44.1% | +44.2% | +5.7% |
| All | +111.2% | -65.7% | +176.9% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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