+49.8%
HAL vs TE
-76.6%
+126.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +0.3% |
| 7D | -7.9% | -10.5% | +2.7% | -7.3% |
| 30D | -2.1% | -32.4% | +30.4% | +0.3% |
| 3M | +0.4% | -60.9% | +61.3% | +6.5% |
| 6M | -19.2% | -62.8% | +43.6% | -15.9% |
| YTD | +14.4% | -65.7% | +80.1% | +17.7% |
| 1Y | +18.0% | -39.9% | +57.9% | +14.7% |
| 3Y | -9.7% | +10.6% | -20.3% | -26.4% |
| 5Y | +40.1% | -79.7% | +119.8% | +34.9% |
| All | +49.8% | -76.6% | +126.4% | +31.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling