+6.3%
HAL vs TD
+300.1%
-293.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +2.2% |
| 7D | -1.3% | -1.9% | +0.6% | +0.8% |
| 30D | +10.9% | -1.6% | +12.5% | +12.5% |
| 3M | -5.8% | +4.6% | -10.5% | -11.8% |
| 6M | +8.1% | +26.8% | -18.7% | -20.1% |
| YTD | +33.2% | +28.3% | +4.9% | -3.2% |
| 1Y | +74.2% | +60.4% | +13.7% | -3.5% |
| 3Y | -3.7% | +125.7% | -129.4% | -66.4% |
| 5Y | +111.9% | +122.4% | -10.5% | -27.4% |
| All | +6.3% | +300.1% | -293.9% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling