+1.2%
HAL vs TAP
-52.1%
+53.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +1.5% |
| 7D | +0.5% | -2.3% | +2.8% | +1.7% |
| 30D | +15.9% | -9.4% | +25.3% | +21.9% |
| 3M | -8.7% | -0.8% | -7.9% | -9.4% |
| 6M | +9.0% | -14.7% | +23.8% | +17.2% |
| YTD | +32.0% | -13.9% | +46.0% | +40.1% |
| 1Y | +72.5% | -18.6% | +91.1% | +87.3% |
| 3Y | -4.5% | -32.0% | +27.5% | +11.9% |
| 5Y | +109.7% | -1.0% | +110.7% | +79.0% |
| 10Y | +1.2% | -51.4% | +52.6% | +0.8% |
| All | +1.2% | -52.1% | +53.3% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TAP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling