+72.5%
HAL vs BP
+38.1%
+34.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.2% | -2.3% |
| 7D | +0.5% | +0.9% | -0.5% | -0.2% |
| 30D | +15.9% | +9.1% | +6.8% | +9.3% |
| 3M | -8.7% | +3.9% | -12.6% | -11.3% |
| 6M | +9.0% | +13.6% | -4.6% | -1.1% |
| YTD | +32.0% | +34.0% | -2.0% | +4.2% |
| 1Y | +72.5% | +39.2% | +33.3% | +29.4% |
| All | +72.5% | +38.1% | +34.4% | +29.4% |
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