+1.2%
HAL vs BIL
+25.3%
-24.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.5% | +0.1% | +0.4% | +1.0% |
| 30D | +15.9% | +0.3% | +15.6% | +18.2% |
| 3M | -8.7% | +0.9% | -9.6% | -2.9% |
| 6M | +9.0% | +1.8% | +7.2% | +22.9% |
| YTD | +32.0% | +2.5% | +29.6% | +54.9% |
| 1Y | +72.5% | +3.7% | +68.8% | +119.1% |
| 3Y | -4.5% | +14.1% | -18.6% | +129.4% |
| 5Y | +109.7% | +19.4% | +90.3% | +643.5% |
| 10Y | +1.2% | +25.3% | -24.1% | +270.6% |
| All | +1.2% | +25.3% | -24.1% | +270.6% |
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