-14.9%
HAL vs BEN
+58.7%
-73.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.9% |
| 7D | +6.1% | +6.8% | -0.7% | +1.9% |
| 30D | +2.9% | +18.0% | -15.1% | -7.2% |
| 3M | +3.3% | +7.5% | -4.1% | -1.9% |
| 6M | -16.9% | +14.7% | -31.6% | -25.0% |
| YTD | +21.2% | +56.1% | -34.9% | -11.2% |
| 1Y | +27.5% | +69.6% | -42.0% | -11.3% |
| 3Y | -6.4% | +87.7% | -94.1% | -42.6% |
| 5Y | +58.0% | +28.6% | +29.4% | +20.5% |
| All | -14.9% | +58.7% | -73.6% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling