+27.5%
HAL vs TE
-49.1%
+76.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.0% | +6.2% | +3.2% |
| 7D | +6.1% | -19.1% | +25.2% | +6.8% |
| 30D | +2.9% | -34.1% | +37.0% | +4.1% |
| 3M | +3.3% | -60.1% | +63.5% | +6.0% |
| 6M | -16.9% | -66.0% | +49.0% | -15.2% |
| YTD | +21.2% | -71.4% | +92.6% | +23.2% |
| 1Y | +27.5% | -45.3% | +72.8% | +23.7% |
| All | +27.5% | -49.1% | +76.6% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling