+58.7%
HAL vs TE
-80.5%
+139.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.0% | +6.2% | +3.3% |
| 7D | +6.1% | -19.1% | +25.2% | +7.6% |
| 30D | +2.9% | -34.1% | +37.0% | +5.5% |
| 3M | +3.3% | -60.1% | +63.5% | +9.4% |
| 6M | -16.9% | -66.0% | +49.0% | -13.0% |
| YTD | +21.2% | -71.4% | +92.6% | +26.3% |
| 1Y | +27.5% | -45.3% | +72.8% | +24.9% |
| 3Y | -6.4% | +9.1% | -15.6% | -23.8% |
| 5Y | +58.0% | -82.6% | +140.6% | +53.4% |
| All | +58.7% | -80.5% | +139.2% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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