+497.6%
HAL vs BP
+1,351.0%
-853.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | -12.0% | -11.6% | -0.3% | -1.8% |
| 30D | +0.3% | 0.0% | +0.2% | -0.1% |
| 3M | -1.6% | +6.7% | -8.3% | -7.9% |
| 6M | -20.5% | +2.2% | -22.6% | -23.1% |
| YTD | +14.2% | +33.0% | -18.8% | -13.8% |
| 1Y | +18.9% | +30.7% | -11.9% | -9.2% |
| 3Y | -13.7% | +44.2% | -57.9% | -39.8% |
| 5Y | +42.2% | +105.1% | -63.0% | -26.2% |
| 10Y | -16.7% | +133.5% | -150.2% | -55.5% |
| All | +497.6% | +1,351.0% | -853.4% | +19.2% |
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