-3.8%
HAL vs BTG
+392.0%
-395.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | +2.9% | -0.9% | +3.8% | +3.0% |
| 30D | +17.0% | +36.8% | -19.8% | +12.2% |
| 3M | -9.7% | +23.1% | -32.8% | -12.5% |
| 6M | +8.6% | +3.5% | +5.2% | +6.7% |
| YTD | +33.0% | +25.5% | +7.5% | +26.9% |
| 1Y | +68.3% | +40.1% | +28.2% | +57.2% |
| 3Y | +0.1% | +101.1% | -101.0% | -12.5% |
| 5Y | +102.6% | +70.6% | +32.0% | +79.5% |
| 10Y | +3.8% | +152.1% | -148.3% | -15.8% |
| All | -3.8% | +392.0% | -395.8% | -42.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling