+6.3%
HAL vs BTI
+70.9%
-64.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.6% |
| 7D | -1.3% | -2.4% | +1.1% | -0.1% |
| 30D | +10.9% | -4.8% | +15.7% | +13.5% |
| 3M | -5.8% | -8.1% | +2.3% | -2.6% |
| 6M | +8.1% | -4.2% | +12.3% | +8.5% |
| YTD | +33.2% | -1.3% | +34.5% | +31.2% |
| 1Y | +74.2% | +2.1% | +72.0% | +67.6% |
| 3Y | -3.7% | +108.9% | -112.6% | -42.0% |
| 5Y | +111.9% | +114.5% | -2.6% | +24.5% |
| All | +6.3% | +70.9% | -64.7% | -33.0% |
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