+89.0%
HAL vs BTDR
+15.3%
+73.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.5% | +3.6% | -2.7% |
| 7D | -3.3% | -3.2% | -0.1% | -3.2% |
| 30D | +7.2% | +32.7% | -25.5% | +6.5% |
| 3M | -8.8% | -28.4% | +19.6% | -8.4% |
| 6M | +3.0% | +51.7% | -48.7% | +1.0% |
| YTD | +29.4% | +2.9% | +26.5% | +28.1% |
| 1Y | +62.8% | -15.5% | +78.3% | +60.6% |
| 3Y | -6.4% | 0.0% | -6.4% | -9.7% |
| 5Y | +103.6% | +16.5% | +87.2% | +100.8% |
| All | +89.0% | +15.3% | +73.7% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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