-14.9%
HAL vs TSN
+14.5%
-29.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.9% | +3.5% |
| 7D | +6.1% | -1.4% | +7.5% | +6.8% |
| 30D | +2.9% | +8.5% | -5.6% | -1.4% |
| 3M | +3.3% | +5.3% | -1.9% | +0.2% |
| 6M | -16.9% | -10.5% | -6.4% | -13.5% |
| YTD | +21.2% | +3.0% | +18.2% | +16.4% |
| 1Y | +27.5% | +12.1% | +15.4% | +16.9% |
| 3Y | -6.4% | +43.1% | -49.6% | -27.2% |
| 5Y | +58.0% | -15.1% | +73.1% | +61.0% |
| All | -14.9% | +14.5% | -29.3% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 10y: compounded portfolio wealth divided by compounded TSN 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…
10y analysis · Full analysis span regression · 6 months rolling