-13.7%
HAL vs BN
+90.6%
-104.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | +0.1% |
| 7D | -12.0% | +5.3% | -17.3% | -13.8% |
| 30D | +0.3% | +11.9% | -11.6% | -4.1% |
| 3M | -1.6% | -5.7% | +4.1% | +0.2% |
| 6M | -20.5% | -10.6% | -9.9% | -17.7% |
| YTD | +14.2% | -9.4% | +23.6% | +16.3% |
| 1Y | +18.9% | -8.8% | +27.6% | +20.2% |
| 3Y | -13.7% | +95.6% | -109.4% | -37.4% |
| All | -13.7% | +90.6% | -104.4% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling