+68.3%
HAL vs BROS
-35.3%
+103.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | +2.9% | -6.7% | +9.6% | +2.7% |
| 30D | +17.0% | -29.1% | +46.1% | +15.8% |
| 3M | -9.7% | -16.7% | +7.1% | -10.8% |
| 6M | +8.6% | -11.6% | +20.2% | +7.1% |
| YTD | +33.0% | -23.9% | +56.9% | +31.4% |
| 1Y | +68.3% | -34.8% | +103.1% | +69.4% |
| All | +68.3% | -35.3% | +103.6% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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