+595.7%
HAL vs BEN
+4,913.3%
-4,317.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.1% | -2.1% |
| 7D | +2.9% | +0.2% | +2.7% | +2.7% |
| 30D | +17.0% | -0.5% | +17.6% | +17.0% |
| 3M | -9.7% | +9.7% | -19.4% | -13.8% |
| 6M | +8.6% | +33.9% | -25.3% | -6.1% |
| YTD | +33.0% | +49.0% | -16.0% | +9.3% |
| 1Y | +68.3% | +42.1% | +26.2% | +40.7% |
| 3Y | +0.1% | +51.9% | -51.8% | -21.1% |
| 5Y | +102.6% | +39.0% | +63.6% | +61.8% |
| 10Y | +3.8% | +57.9% | -54.0% | -21.1% |
| All | +595.7% | +4,913.3% | -4,317.6% | +150.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling