+518.1%
HAL vs BNS
+1,492.9%
-974.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | +0.4% |
| 7D | +2.9% | +1.5% | +1.4% | +1.5% |
| 30D | +17.0% | +6.0% | +11.1% | +10.4% |
| 3M | -9.7% | +16.3% | -26.0% | -22.0% |
| 6M | +8.6% | +28.8% | -20.1% | -15.0% |
| YTD | +33.0% | +30.0% | +3.0% | +3.0% |
| 1Y | +68.3% | +50.7% | +17.6% | +14.0% |
| 3Y | +0.1% | +125.4% | -125.3% | -54.3% |
| 5Y | +102.6% | +94.2% | +8.4% | +5.5% |
| 10Y | +3.8% | +182.8% | -179.0% | -56.3% |
| All | +518.1% | +1,492.9% | -974.8% | -22.3% |
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