-20.7%
HAL vs TE
-69.7%
+49.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.5% | +7.0% | -0.4% |
| 7D | +2.6% | -13.6% | +16.2% | +2.8% |
| 30D | -0.1% | -37.7% | +37.6% | +0.4% |
| 3M | -1.1% | -59.8% | +58.7% | 0.0% |
| 6M | -20.7% | -66.3% | +45.6% | -21.0% |
| All | -20.7% | -69.7% | +49.0% | -21.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling