+17.3%
HAL vs BP
+28.1%
-10.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | -6.5% | -6.3% | -0.2% | -2.7% |
| 30D | -2.1% | -3.6% | +1.5% | 0.0% |
| 3M | -4.9% | +5.2% | -10.1% | -8.1% |
| 6M | -19.3% | +5.3% | -24.6% | -22.2% |
| YTD | +14.3% | +33.1% | -18.8% | -7.1% |
| 1Y | +17.3% | +26.3% | -9.0% | -2.4% |
| All | +17.3% | +28.1% | -10.8% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 1y: compounded portfolio wealth divided by compounded BP 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…
1y analysis · Full analysis span regression · 6 months rolling