-8.8%
HAL vs TPR
+407.3%
-416.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.7% | +5.0% | +3.6% |
| 7D | -0.2% | +6.4% | -6.6% | -1.1% |
| 30D | +1.0% | +13.8% | -12.7% | -0.9% |
| 3M | -2.1% | -16.6% | +14.5% | +0.3% |
| 6M | -17.5% | +0.7% | -18.1% | -18.3% |
| YTD | +18.1% | +5.3% | +12.8% | +14.7% |
| 1Y | +19.7% | +32.4% | -12.6% | +10.4% |
| All | -8.8% | +407.3% | -416.1% | -45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling