+40.3%
HAL vs BIL
+30.4%
+9.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.3% |
| 7D | +2.9% | +0.1% | +2.8% | +3.6% |
| 30D | +17.0% | +0.3% | +16.7% | +20.1% |
| 3M | -9.7% | +0.9% | -10.6% | -2.7% |
| 6M | +8.6% | +1.8% | +6.8% | +25.2% |
| YTD | +33.0% | +2.4% | +30.5% | +60.5% |
| 1Y | +68.3% | +3.7% | +64.6% | +123.9% |
| 3Y | +0.1% | +14.2% | -14.1% | +183.5% |
| 5Y | +102.6% | +19.4% | +83.2% | +726.4% |
| 10Y | +3.8% | +25.2% | -21.4% | +515.0% |
| All | +40.3% | +30.4% | +9.9% | +695.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling