+121.6%
HAL vs TPR
+8,117.6%
-7,996.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +7.1% | -10.3% | -5.8% |
| 7D | -11.1% | +13.9% | -24.9% | -15.5% |
| 30D | -2.4% | +14.9% | -17.4% | -7.8% |
| 3M | +0.8% | -15.4% | +16.2% | +5.4% |
| 6M | -22.8% | -4.5% | -18.3% | -23.7% |
| YTD | +14.5% | +6.0% | +8.5% | +7.5% |
| 1Y | +20.2% | +24.3% | -4.2% | +5.6% |
| 3Y | -15.2% | +412.8% | -428.0% | -58.9% |
| 5Y | +42.5% | +258.4% | -215.9% | -24.7% |
| 10Y | -16.5% | +396.8% | -413.3% | -64.9% |
| All | +121.6% | +8,117.6% | -7,996.0% | -55.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling