+518.0%
HAL vs BP
+1,374.8%
-856.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.5% | +1.8% | +2.0% |
| 7D | -0.2% | -0.8% | +0.6% | +0.5% |
| 30D | +1.0% | -3.1% | +4.2% | +3.6% |
| 3M | -2.1% | +6.2% | -8.3% | -7.9% |
| 6M | -17.5% | +4.8% | -22.3% | -22.0% |
| YTD | +18.1% | +35.2% | -17.0% | -12.1% |
| 1Y | +19.7% | +27.4% | -7.7% | -6.3% |
| 3Y | -7.9% | +49.8% | -57.7% | -37.9% |
| 5Y | +53.1% | +109.4% | -56.3% | -22.0% |
| 10Y | -16.8% | +135.7% | -152.5% | -55.9% |
| All | +518.0% | +1,374.8% | -856.7% | +21.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling