-18.6%
HAL vs BIL
+25.6%
-44.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.1% |
| 7D | -12.0% | -0.3% | -11.7% | -12.8% |
| 30D | +0.3% | 0.0% | +0.3% | +1.0% |
| 3M | -1.6% | +0.6% | -2.2% | +3.1% |
| 6M | -20.5% | +1.5% | -22.0% | -11.6% |
| YTD | +14.2% | +2.8% | +11.5% | +36.5% |
| 1Y | +18.9% | +3.3% | +15.5% | +47.3% |
| 3Y | -13.7% | +13.5% | -27.2% | +91.9% |
| 5Y | +42.2% | +19.8% | +22.4% | +384.1% |
| All | -18.6% | +25.6% | -44.1% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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