+68.3%
HAL vs TPR
+18.2%
+50.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | +2.9% | -2.7% | +5.6% | +3.0% |
| 30D | +17.0% | -23.3% | +40.3% | +17.6% |
| 3M | -9.7% | -12.8% | +3.2% | -9.3% |
| 6M | +8.6% | -21.7% | +30.4% | +10.1% |
| YTD | +33.0% | -3.9% | +36.9% | +32.6% |
| 1Y | +68.3% | +16.9% | +51.4% | +68.0% |
| All | +68.3% | +18.2% | +50.2% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 1y: compounded portfolio wealth divided by compounded TPR 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…
1y analysis · Full analysis span regression · 6 months rolling