+46.6%
HAL vs TDG
+13,063.4%
-13,016.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | +0.1% |
| 7D | +0.5% | -0.9% | +1.4% | +1.0% |
| 30D | +15.9% | -6.5% | +22.5% | +20.1% |
| 3M | -8.7% | -5.1% | -3.6% | -7.3% |
| 6M | +9.0% | -11.5% | +20.6% | +13.2% |
| YTD | +32.0% | -13.9% | +45.9% | +38.1% |
| 1Y | +72.5% | -11.5% | +83.9% | +76.7% |
| 3Y | -4.5% | +53.7% | -58.2% | -31.9% |
| 5Y | +109.7% | +135.5% | -25.8% | +13.1% |
| 10Y | +1.2% | +535.2% | -534.0% | -67.8% |
| All | +46.6% | +13,063.4% | -13,016.8% | -89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling