+109.7%
HAL vs TD
+123.5%
-13.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.1% |
| 7D | +0.5% | +0.9% | -0.4% | -0.2% |
| 30D | +15.9% | -0.7% | +16.6% | +16.3% |
| 3M | -8.7% | +6.3% | -15.0% | -13.5% |
| 6M | +9.0% | +27.9% | -18.9% | -11.6% |
| YTD | +32.0% | +29.8% | +2.2% | +5.5% |
| 1Y | +72.5% | +63.7% | +8.8% | +13.3% |
| 3Y | -4.5% | +128.3% | -132.9% | -54.4% |
| 5Y | +109.7% | +125.5% | -15.8% | -16.8% |
| All | +109.7% | +123.5% | -13.9% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling