-4.5%
HAL vs BTI
+113.6%
-118.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.7% |
| 7D | +0.5% | -1.4% | +1.8% | +0.5% |
| 30D | +15.9% | -7.0% | +23.0% | +16.4% |
| 3M | -8.7% | -6.3% | -2.4% | -8.4% |
| 6M | +9.0% | -2.0% | +11.0% | +9.0% |
| YTD | +32.0% | +0.2% | +31.8% | +31.8% |
| 1Y | +72.5% | +3.8% | +68.7% | +72.1% |
| 3Y | -4.5% | +112.1% | -116.6% | -19.1% |
| All | -4.5% | +113.6% | -118.2% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling