-9.3%
HAL vs BTDR
+54.4%
-63.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -12.8% | +12.3% | -0.1% |
| 7D | +2.6% | +15.4% | -12.8% | +2.1% |
| 30D | -0.1% | -33.4% | +33.4% | +1.0% |
| 3M | -1.1% | -32.0% | +30.9% | -0.4% |
| 6M | -20.7% | -52.2% | +31.5% | -19.7% |
| YTD | +17.5% | -45.3% | +62.8% | +17.5% |
| 1Y | +24.1% | -56.0% | +80.1% | +24.9% |
| All | -9.3% | +54.4% | -63.7% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling