+352.7%
HAL vs TD
+7,879.0%
-7,526.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | +0.3% |
| 7D | +2.9% | +0.3% | +2.6% | +2.7% |
| 30D | +17.0% | +0.4% | +16.6% | +16.5% |
| 3M | -9.7% | +7.6% | -17.3% | -14.5% |
| 6M | +8.6% | +25.0% | -16.4% | -7.8% |
| YTD | +33.0% | +31.0% | +2.0% | +9.2% |
| 1Y | +68.3% | +65.2% | +3.1% | +17.8% |
| 3Y | +0.1% | +122.5% | -122.4% | -43.5% |
| 5Y | +102.6% | +124.8% | -22.2% | +14.9% |
| 10Y | +3.8% | +298.2% | -294.4% | -53.9% |
| All | +352.7% | +7,879.0% | -7,526.3% | -16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling