+595.7%
HAL vs TAP
+825.0%
-229.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +2.9% | -2.3% | +5.3% | +3.5% |
| 30D | +17.0% | -2.1% | +19.2% | +17.5% |
| 3M | -9.7% | +6.6% | -16.3% | -11.6% |
| 6M | +8.6% | -11.5% | +20.1% | +11.5% |
| YTD | +33.0% | -10.3% | +43.2% | +35.6% |
| 1Y | +68.3% | -14.4% | +82.7% | +73.2% |
| 3Y | +0.1% | -28.3% | +28.4% | +6.9% |
| 5Y | +102.6% | +1.7% | +100.9% | +94.9% |
| 10Y | +3.8% | -49.2% | +53.0% | +15.0% |
| All | +595.7% | +825.0% | -229.3% | +420.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling