-6.5%
HAL vs BBY
+38.5%
-45.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -2.9% | -2.9% |
| 7D | -3.3% | +0.7% | -4.0% | -3.5% |
| 30D | +7.2% | +5.8% | +1.4% | +5.4% |
| 3M | -8.8% | +18.0% | -26.8% | -13.4% |
| 6M | +3.0% | +39.8% | -36.9% | -8.0% |
| YTD | +29.4% | +35.4% | -6.0% | +16.4% |
| 1Y | +62.8% | +21.4% | +41.4% | +51.7% |
| All | -6.5% | +38.5% | -45.0% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 3y: compounded portfolio wealth divided by compounded BBY 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…
3y analysis · Full analysis span regression · 6 months rolling