+105.3%
HAL vs BN
+37.9%
+67.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +2.9% | -2.5% | +5.4% | +4.0% |
| 30D | +17.0% | -9.5% | +26.5% | +22.0% |
| 3M | -9.7% | -10.4% | +0.7% | -5.7% |
| 6M | +8.6% | -6.4% | +15.0% | +10.0% |
| YTD | +33.0% | -11.9% | +44.9% | +37.8% |
| 1Y | +68.3% | -8.6% | +76.9% | +70.3% |
| 3Y | +0.1% | +77.6% | -77.4% | -28.5% |
| All | +105.3% | +37.9% | +67.4% | +62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling