-4.0%
HAL vs BTSG
+493.4%
-497.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +6.1% | +6.0% | 0.0% | +5.4% |
| 30D | +2.9% | +12.4% | -9.5% | +1.4% |
| 3M | +3.3% | +18.2% | -14.9% | +1.1% |
| 6M | -16.9% | +26.0% | -43.0% | -20.3% |
| YTD | +21.2% | +90.1% | -69.0% | +8.2% |
| 1Y | +27.5% | +124.3% | -96.7% | +10.6% |
| All | -4.0% | +493.4% | -497.5% | -28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling