+25.6%
HAL vs BTSG
+111.7%
-86.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.1% | -3.1% |
| 7D | -7.7% | +17.4% | -25.1% | -7.9% |
| 30D | +0.7% | +12.6% | -11.9% | +0.5% |
| 3M | +2.5% | +11.2% | -8.7% | +2.2% |
| 6M | -20.7% | +30.4% | -51.1% | -22.0% |
| YTD | +18.4% | +86.4% | -68.0% | +12.1% |
| 1Y | +25.6% | +117.9% | -92.3% | +18.4% |
| All | +25.6% | +111.7% | -86.1% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling