+3.2%
HAL vs BTI
+72.6%
-69.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.8% | -3.3% |
| 7D | -3.3% | -2.0% | -1.3% | -2.3% |
| 30D | +7.2% | -3.4% | +10.6% | +8.9% |
| 3M | -8.8% | -9.0% | +0.2% | -5.1% |
| 6M | +3.0% | -5.0% | +8.0% | +3.9% |
| YTD | +29.4% | -0.3% | +29.7% | +26.8% |
| 1Y | +62.8% | +3.1% | +59.7% | +55.9% |
| 3Y | -6.4% | +111.0% | -117.4% | -44.0% |
| 5Y | +103.6% | +117.0% | -13.4% | +18.8% |
| All | +3.2% | +72.6% | -69.4% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BTI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling