+27.5%
HAL vs BR
-11.4%
+39.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +3.1% |
| 7D | +6.1% | +1.1% | +5.0% | +6.1% |
| 30D | +2.9% | +14.4% | -11.5% | +3.1% |
| 3M | +3.3% | +12.4% | -9.1% | +3.4% |
| 6M | -16.9% | +35.4% | -52.4% | -16.0% |
| YTD | +21.2% | -12.2% | +33.3% | +32.7% |
| 1Y | +27.5% | -12.7% | +40.3% | +40.9% |
| All | +27.5% | -11.4% | +39.0% | +40.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling