+109.7%
HAL vs TE
-41.1%
+150.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.0% | -10.7% | -1.4% |
| 7D | +0.5% | +18.2% | -17.8% | -0.7% |
| 30D | +15.9% | -13.5% | +29.4% | +16.8% |
| 3M | -8.7% | -44.6% | +35.9% | -6.0% |
| 6M | +9.0% | -24.7% | +33.7% | +7.9% |
| YTD | +32.0% | -24.3% | +56.3% | +29.3% |
| 1Y | +72.5% | +155.6% | -83.1% | +47.7% |
| 3Y | -4.5% | -18.3% | +13.7% | -14.9% |
| 5Y | +109.7% | -41.3% | +151.0% | +96.4% |
| All | +109.7% | -41.1% | +150.8% | +96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling