+20.5%
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 | -0.3% | 0.0% | -0.3% | 0.0% |
| 7D | -12.0% | -0.3% | -11.7% | -13.7% |
| 30D | +0.3% | 0.0% | +0.3% | +0.3% |
| 3M | -1.6% | +0.3% | -1.9% | +0.9% |
| 6M | -20.5% | +1.2% | -21.7% | -12.4% |
| YTD | +14.2% | +2.5% | +11.8% | +38.0% |
| 1Y | +18.9% | +3.0% | +15.8% | +50.1% |
| 3Y | -13.7% | +13.2% | -26.9% | +127.6% |
| 5Y | +42.2% | +19.4% | +22.7% | +480.9% |
| 10Y | -16.7% | +25.2% | -41.9% | +392.8% |
| All | +20.5% | +30.4% | -9.9% | +583.8% |
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