+463.3%
HAL vs BNS
+1,485.2%
-1,022.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.2% |
| 7D | +6.1% | +0.9% | +5.2% | +5.2% |
| 30D | +2.9% | +2.8% | +0.1% | +0.2% |
| 3M | +3.3% | +3.0% | +0.3% | -0.5% |
| 6M | -16.9% | +23.3% | -40.2% | -32.3% |
| YTD | +21.2% | +29.3% | -8.2% | -6.2% |
| 1Y | +27.5% | +41.7% | -14.1% | -9.1% |
| 3Y | -6.4% | +147.7% | -154.2% | -60.7% |
| 5Y | +58.0% | +79.4% | -21.4% | -12.3% |
| 10Y | -14.6% | +188.5% | -203.1% | -64.8% |
| All | +463.3% | +1,485.2% | -1,022.0% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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