+171.6%
HAL vs BLK
+13,188.7%
-13,017.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | +0.1% |
| 7D | +0.5% | -2.4% | +2.9% | +1.5% |
| 30D | +15.9% | -3.1% | +19.0% | +17.3% |
| 3M | -8.7% | +10.7% | -19.4% | -13.6% |
| 6M | +9.0% | +15.9% | -6.8% | +0.3% |
| YTD | +32.0% | +4.0% | +28.0% | +27.0% |
| 1Y | +72.5% | +1.3% | +71.2% | +67.4% |
| 3Y | -4.5% | +69.6% | -74.1% | -27.6% |
| 5Y | +109.7% | +33.8% | +75.9% | +74.5% |
| 10Y | +1.2% | +276.2% | -275.0% | -44.9% |
| All | +171.6% | +13,188.7% | -13,017.1% | -37.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling