+103.6%
HAL vs BLK
+29.1%
+74.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.5% |
| 7D | -3.3% | -5.2% | +1.9% | -1.0% |
| 30D | +7.2% | -7.0% | +14.3% | +10.5% |
| 3M | -8.8% | +5.7% | -14.4% | -11.9% |
| 6M | +3.0% | +11.0% | -8.0% | -3.9% |
| YTD | +29.4% | +0.9% | +28.5% | +26.1% |
| 1Y | +62.8% | -1.6% | +64.4% | +59.9% |
| 3Y | -6.4% | +64.5% | -70.9% | -30.8% |
| 5Y | +103.6% | +30.9% | +72.8% | +85.8% |
| All | +103.6% | +29.1% | +74.5% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 5y: compounded portfolio wealth divided by compounded BLK 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…
5y analysis · Full analysis span regression · 6 months rolling