-14.9%
HAL vs BR
+277.7%
-292.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.9% |
| 7D | +6.1% | +1.1% | +5.0% | +5.5% |
| 30D | +2.9% | +14.4% | -11.5% | -4.3% |
| 3M | +3.3% | +12.4% | -9.1% | -3.5% |
| 6M | -16.9% | +35.4% | -52.4% | -30.3% |
| YTD | +21.2% | -12.2% | +33.3% | +27.3% |
| 1Y | +27.5% | -12.7% | +40.3% | +34.5% |
| 3Y | -6.4% | +14.3% | -20.7% | -18.2% |
| 5Y | +58.0% | +19.3% | +38.7% | +30.4% |
| All | -14.9% | +277.7% | -292.6% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling