+497.6%
HAL vs BN
+15,687.7%
-15,190.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | +0.2% |
| 7D | -12.0% | +5.3% | -17.3% | -14.6% |
| 30D | +0.3% | +11.9% | -11.6% | -5.8% |
| 3M | -1.6% | -5.7% | +4.1% | +0.4% |
| 6M | -20.5% | -10.6% | -9.9% | -17.3% |
| YTD | +14.2% | -9.4% | +23.6% | +16.5% |
| 1Y | +18.9% | -8.8% | +27.6% | +20.5% |
| 3Y | -13.7% | +95.6% | -109.4% | -42.2% |
| 5Y | +42.2% | +30.2% | +12.0% | +13.9% |
| 10Y | -16.7% | +277.0% | -293.7% | -57.7% |
| All | +497.6% | +15,687.7% | -15,190.1% | +27.0% |
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 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