+74.2%
HAL vs TE
-53.0%
+127.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.7% |
| 7D | +2.9% | -4.0% | +6.9% | +3.2% |
| 30D | +17.0% | -15.9% | +32.9% | +18.2% |
| 3M | -9.7% | -60.5% | +50.9% | -4.4% |
| 6M | +8.6% | -35.2% | +43.8% | +8.7% |
| YTD | +33.0% | -31.1% | +64.1% | +31.1% |
| 1Y | +68.3% | +148.6% | -80.3% | +43.1% |
| 3Y | +0.1% | -26.4% | +26.5% | -10.8% |
| 5Y | +102.6% | -48.0% | +150.7% | +79.8% |
| All | +74.2% | -53.0% | +127.1% | +46.3% |
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