+105.3%
HAL vs TPR
+239.8%
-134.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | -2.3% | +5.2% | +3.5% |
| 30D | +17.0% | -23.0% | +40.0% | +23.5% |
| 3M | -9.7% | -12.5% | +2.8% | -7.8% |
| 6M | +8.6% | -21.4% | +30.1% | +13.1% |
| YTD | +33.0% | -3.5% | +36.5% | +30.8% |
| 1Y | +68.3% | +17.4% | +51.0% | +56.4% |
| 3Y | +0.1% | +291.3% | -291.1% | -36.6% |
| All | +105.3% | +239.8% | -134.5% | +34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling