-2.5%
HAL vs TPR
+292.1%
-294.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | -2.3% | +5.2% | +3.3% |
| 30D | +17.0% | -23.0% | +40.0% | +21.5% |
| 3M | -9.7% | -12.5% | +2.8% | -8.3% |
| 6M | +8.6% | -21.4% | +30.1% | +11.9% |
| YTD | +33.0% | -3.5% | +36.5% | +31.0% |
| 1Y | +68.3% | +17.4% | +51.0% | +58.1% |
| All | -2.5% | +292.1% | -294.5% | -37.2% |
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