+74.5%
HAL vs TE
-49.8%
+124.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +1.1% |
| 7D | -1.3% | +15.0% | -16.3% | -2.4% |
| 30D | +10.9% | -7.5% | +18.4% | +11.3% |
| 3M | -5.8% | -42.0% | +36.1% | -3.3% |
| 6M | +8.1% | -31.4% | +39.5% | +7.7% |
| YTD | +33.2% | -26.5% | +59.7% | +30.6% |
| 1Y | +74.2% | +153.1% | -78.9% | +48.1% |
| 3Y | -3.7% | -20.7% | +17.0% | -14.7% |
| 5Y | +111.9% | -45.4% | +157.3% | +87.6% |
| All | +74.5% | -49.8% | +124.3% | +45.7% |
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