-9.3%
HAL vs TEL
+80.8%
-90.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +2.6% | +5.6% | -2.9% | +0.7% |
| 30D | -0.1% | +0.9% | -1.0% | -0.6% |
| 3M | -1.1% | +2.1% | -3.2% | -2.4% |
| 6M | -20.7% | +2.7% | -23.4% | -22.5% |
| YTD | +17.5% | -3.2% | +20.7% | +15.1% |
| 1Y | +24.1% | -10.6% | +34.7% | +27.5% |
| All | -9.3% | +80.8% | -90.1% | -42.1% |
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