+63.9%
HAL vs BRO
-27.7%
+91.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -3.3% | -7.3% | +4.0% | -3.5% |
| 30D | +8.2% | -6.9% | +15.0% | +7.9% |
| 3M | -9.4% | +10.7% | -20.1% | -9.7% |
| 6M | +0.6% | -2.7% | +3.3% | +1.8% |
| YTD | +28.6% | -16.3% | +44.9% | +33.3% |
| 1Y | +63.9% | -29.1% | +93.0% | +76.4% |
| All | +63.9% | -27.7% | +91.6% | +76.4% |
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