+514.9%
HAL vs BTI
+6,794.1%
-6,279.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.6% | -3.2% | +5.9% | +3.5% |
| 30D | -0.1% | +9.7% | -9.8% | -2.8% |
| 3M | -1.1% | +11.1% | -12.2% | -4.3% |
| 6M | -20.7% | -1.2% | -19.5% | -21.1% |
| YTD | +17.5% | +12.7% | +4.9% | +12.5% |
| 1Y | +24.1% | +15.8% | +8.3% | +17.8% |
| 3Y | -8.4% | +148.9% | -157.3% | -31.3% |
| 5Y | +53.2% | +151.9% | -98.7% | +14.8% |
| 10Y | -17.2% | +124.2% | -141.4% | -36.1% |
| All | +514.9% | +6,794.1% | -6,279.3% | +245.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling