-7.1%
HAL vs BNY
+287.0%
-294.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -3.3% | -1.3% | -2.0% | -2.7% |
| 30D | +8.2% | -0.2% | +8.3% | +8.1% |
| 3M | -9.4% | +14.9% | -24.4% | -16.3% |
| 6M | +0.6% | +40.0% | -39.4% | -17.1% |
| YTD | +28.6% | +42.0% | -13.4% | +4.1% |
| 1Y | +63.9% | +56.9% | +7.0% | +23.8% |
| 3Y | -7.1% | +289.9% | -297.0% | -54.5% |
| All | -7.1% | +287.0% | -294.1% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 3y: compounded portfolio wealth divided by compounded BNY 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…
3y analysis · Full analysis span regression · 6 months rolling