+596.9%
HAL vs BNY
+8,066.6%
-7,469.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -1.3% | +0.3% | -1.6% | -1.5% |
| 30D | +10.9% | +1.9% | +9.0% | +9.9% |
| 3M | -5.8% | +13.9% | -19.7% | -11.2% |
| 6M | +8.1% | +42.3% | -34.2% | -7.4% |
| YTD | +33.2% | +41.8% | -8.6% | +13.8% |
| 1Y | +74.2% | +57.9% | +16.2% | +42.0% |
| 3Y | -3.7% | +290.7% | -294.4% | -46.4% |
| 5Y | +111.9% | +252.3% | -140.4% | +22.7% |
| 10Y | +7.4% | +412.8% | -405.4% | -43.6% |
| All | +596.9% | +8,066.6% | -7,469.7% | +75.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling