+27.5%
HAL vs BTDR
-48.4%
+76.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -8.6% | +11.8% | +3.2% |
| 7D | +6.1% | -6.9% | +13.0% | +6.1% |
| 30D | +2.9% | -31.5% | +34.4% | +2.9% |
| 3M | +3.3% | -36.1% | +39.4% | +3.3% |
| 6M | -16.9% | -57.6% | +40.7% | -16.7% |
| YTD | +21.2% | -50.0% | +71.2% | +20.2% |
| 1Y | +27.5% | -49.6% | +77.1% | +26.7% |
| All | +27.5% | -48.4% | +76.0% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling