-3.8%
HAL vs TEL
+65.7%
-69.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | -1.3% | +1.2% | -2.6% | -1.8% |
| 30D | +10.9% | -4.1% | +15.0% | +12.3% |
| 3M | -5.8% | -2.6% | -3.3% | -5.7% |
| 6M | +8.1% | 0.0% | +8.1% | +4.8% |
| YTD | +33.2% | -9.1% | +42.3% | +33.9% |
| 1Y | +74.2% | -0.8% | +75.0% | +65.0% |
| All | -3.8% | +65.7% | -69.5% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 3y: compounded portfolio wealth divided by compounded TEL 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…
3y analysis · Full analysis span regression · 6 months rolling