-13.7%
HAL vs BWA
+51.7%
-65.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -2.9% | -1.1% |
| 7D | -12.0% | -5.5% | -6.5% | -10.3% |
| 30D | +0.3% | -21.7% | +22.0% | +8.6% |
| 3M | -1.6% | -25.6% | +24.0% | +8.0% |
| 6M | -20.5% | -17.4% | -3.1% | -16.9% |
| YTD | +14.2% | +9.2% | +5.0% | +2.2% |
| 1Y | +18.9% | +9.7% | +9.1% | +5.8% |
| 3Y | -13.7% | +54.6% | -68.4% | -39.9% |
| All | -13.7% | +51.7% | -65.5% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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