+25.6%
HAL vs BRO
-3.6%
+29.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.5% | -7.6% | -2.8% |
| 7D | -7.7% | +12.4% | -20.2% | -7.0% |
| 30D | +0.7% | +21.6% | -20.9% | +1.6% |
| 3M | +2.5% | +4.3% | -1.9% | +2.5% |
| 6M | -20.7% | +29.2% | -49.9% | -20.3% |
| YTD | +18.4% | -6.4% | +24.7% | +22.6% |
| 1Y | +25.6% | -5.3% | +30.9% | +30.5% |
| All | +25.6% | -3.6% | +29.2% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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