-3.8%
HAL vs BTG
+99.9%
-103.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.8% |
| 7D | -1.3% | +2.4% | -3.7% | -1.5% |
| 30D | +10.9% | +9.5% | +1.4% | +10.3% |
| 3M | -5.8% | +38.5% | -44.3% | -7.8% |
| 6M | +8.1% | +5.6% | +2.5% | +7.8% |
| YTD | +33.2% | +23.9% | +9.3% | +30.2% |
| 1Y | +74.2% | +32.1% | +42.0% | +66.5% |
| All | -3.8% | +99.9% | -103.7% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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