+498.3%
HAL vs BN
+16,294.4%
-15,796.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.7% | -1.8% |
| 7D | -7.9% | +3.6% | -11.5% | -9.8% |
| 30D | -2.1% | +15.9% | -17.9% | -9.6% |
| 3M | +0.4% | -2.3% | +2.8% | +0.6% |
| 6M | -19.2% | -8.4% | -10.8% | -17.0% |
| YTD | +14.4% | -5.9% | +20.2% | +14.4% |
| 1Y | +18.0% | -5.6% | +23.6% | +17.5% |
| 3Y | -9.7% | +104.2% | -113.9% | -40.9% |
| 5Y | +40.1% | +35.5% | +4.7% | +10.0% |
| 10Y | -19.1% | +285.2% | -304.3% | -59.4% |
| All | +498.3% | +16,294.4% | -15,796.0% | +24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling