-16.8%
HAL vs BTI
+124.3%
-141.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +3.0% | +3.2% |
| 7D | -0.2% | -3.0% | +2.8% | +1.3% |
| 30D | +1.0% | +9.8% | -8.8% | -4.0% |
| 3M | -2.1% | +9.2% | -11.3% | -7.1% |
| 6M | -17.5% | +4.0% | -21.5% | -20.5% |
| YTD | +18.1% | +12.7% | +5.5% | +8.1% |
| 1Y | +19.7% | +15.9% | +3.8% | +7.6% |
| 3Y | -7.9% | +148.9% | -156.8% | -50.4% |
| 5Y | +53.1% | +152.8% | -99.7% | -19.4% |
| 10Y | -16.8% | +124.2% | -141.0% | -50.1% |
| All | -16.8% | +124.3% | -141.0% | -50.1% |
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