+518.0%
HAL vs BEN
+5,193.4%
-4,675.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.3% | +3.3% |
| 7D | -0.2% | +7.2% | -7.4% | -3.4% |
| 30D | +1.0% | +14.1% | -13.1% | -5.1% |
| 3M | -2.1% | +9.9% | -12.0% | -6.7% |
| 6M | -17.5% | +17.4% | -34.9% | -24.2% |
| YTD | +18.1% | +57.3% | -39.2% | -5.7% |
| 1Y | +19.7% | +66.9% | -47.2% | -7.0% |
| 3Y | -7.9% | +85.7% | -93.6% | -33.6% |
| 5Y | +53.1% | +31.2% | +21.8% | +25.5% |
| 10Y | -16.8% | +61.0% | -77.8% | -37.6% |
| All | +518.0% | +5,193.4% | -4,675.4% | +115.9% |
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