-14.9%
HAL vs BTI
+131.8%
-146.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.7% | +2.4% |
| 7D | +6.1% | +1.6% | +4.5% | +5.2% |
| 30D | +2.9% | +9.2% | -6.3% | -1.9% |
| 3M | +3.3% | +9.6% | -6.3% | -2.0% |
| 6M | -16.9% | -2.4% | -14.5% | -17.0% |
| YTD | +21.2% | +14.2% | +7.0% | +10.2% |
| 1Y | +27.5% | +20.3% | +7.2% | +12.4% |
| 3Y | -6.4% | +147.4% | -153.9% | -49.3% |
| 5Y | +58.0% | +155.4% | -97.4% | -17.2% |
| All | -14.9% | +131.8% | -146.7% | -47.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling