+47.4%
HAL vs BTI
+154.6%
-107.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.4% |
| 7D | -6.5% | -0.1% | -6.4% | -6.5% |
| 30D | -2.1% | +9.6% | -11.7% | -4.8% |
| 3M | -4.9% | +8.3% | -13.2% | -7.3% |
| 6M | -19.3% | +7.5% | -26.8% | -21.7% |
| YTD | +14.3% | +12.3% | +2.0% | +8.8% |
| 1Y | +17.3% | +16.2% | +1.1% | +10.2% |
| 3Y | -10.9% | +148.0% | -158.9% | -44.5% |
| 5Y | +47.4% | +153.2% | -105.8% | -21.3% |
| All | +47.4% | +154.6% | -107.2% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling