+59.2%
HAL vs BTG
+30.0%
+29.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.3% |
| 7D | +6.1% | -9.1% | +15.2% | +7.5% |
| 30D | +2.9% | -1.6% | +4.5% | +2.8% |
| 3M | +3.3% | -2.8% | +6.1% | +3.0% |
| 6M | -16.9% | -7.6% | -9.3% | -16.8% |
| YTD | +21.2% | +10.2% | +10.9% | +14.7% |
| 1Y | +27.5% | +21.3% | +6.3% | +17.9% |
| 3Y | -6.4% | +82.7% | -89.1% | -28.6% |
| All | +59.2% | +30.0% | +29.2% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling