+595.7%
HAL vs BP
+1,327.5%
-731.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -1.1% |
| 7D | +2.9% | +3.9% | -1.0% | -0.7% |
| 30D | +17.0% | +7.6% | +9.4% | +9.5% |
| 3M | -9.7% | +0.7% | -10.4% | -10.9% |
| 6M | +8.6% | +15.5% | -6.9% | -6.1% |
| YTD | +33.0% | +30.8% | +2.2% | +2.5% |
| 1Y | +68.3% | +34.3% | +34.0% | +26.5% |
| 3Y | +0.1% | +35.1% | -34.9% | -25.6% |
| 5Y | +102.6% | +126.8% | -24.2% | -2.9% |
| 10Y | +3.8% | +123.4% | -119.5% | -42.1% |
| All | +595.7% | +1,327.5% | -731.8% | +41.7% |
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