+2.6%
HAL vs BRKR
+155.3%
-152.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -3.3% | -8.7% | +5.3% | -1.0% |
| 30D | +8.2% | -9.9% | +18.0% | +11.1% |
| 3M | -9.4% | -3.1% | -6.4% | -11.1% |
| 6M | +0.6% | +45.5% | -44.9% | -15.0% |
| YTD | +28.6% | +13.7% | +14.9% | +17.2% |
| 1Y | +63.9% | +67.4% | -3.5% | +29.1% |
| 3Y | -7.1% | -13.2% | +6.1% | -14.8% |
| 5Y | +102.3% | -39.5% | +141.8% | +107.9% |
| All | +2.6% | +155.3% | -152.8% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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