+63.9%
HAL vs BR
+1,286.0%
-1,222.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.7% | +0.7% |
| 7D | +0.5% | -5.9% | +6.4% | +4.1% |
| 30D | +15.9% | +1.9% | +14.0% | +14.3% |
| 3M | -8.7% | +14.7% | -23.4% | -17.0% |
| 6M | +9.0% | -12.8% | +21.8% | +15.8% |
| YTD | +32.0% | -23.0% | +55.1% | +50.1% |
| 1Y | +72.5% | -31.7% | +104.1% | +110.6% |
| 3Y | -4.5% | -4.8% | +0.2% | -7.7% |
| 5Y | +109.7% | +7.8% | +101.8% | +79.3% |
| 10Y | +1.2% | +184.1% | -182.9% | -55.3% |
| All | +63.9% | +1,286.0% | -1,222.0% | -77.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling