+103.6%
HAL vs TDG
+125.9%
-22.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | -3.3% | -2.7% | -0.6% | -2.4% |
| 30D | +7.2% | -9.3% | +16.5% | +10.7% |
| 3M | -8.8% | -7.1% | -1.7% | -7.2% |
| 6M | +3.0% | -11.2% | +14.1% | +5.4% |
| YTD | +29.4% | -15.3% | +44.7% | +34.3% |
| 1Y | +62.8% | -12.5% | +75.3% | +65.9% |
| 3Y | -6.4% | +51.2% | -57.6% | -30.7% |
| 5Y | +103.6% | +126.1% | -22.5% | +16.8% |
| All | +103.6% | +125.9% | -22.2% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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