+40.1%
HAL vs TSN
-13.6%
+53.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -7.9% | +4.9% | -12.8% | -9.1% |
| 30D | -2.1% | +12.1% | -14.1% | -5.1% |
| 3M | +0.4% | +4.1% | -3.7% | -0.9% |
| 6M | -19.2% | -10.9% | -8.4% | -16.8% |
| YTD | +14.4% | +4.8% | +9.6% | +11.4% |
| 1Y | +18.0% | +17.6% | +0.3% | +10.4% |
| 3Y | -9.7% | +43.2% | -52.9% | -22.1% |
| 5Y | +40.1% | -13.9% | +54.0% | +43.3% |
| All | +40.1% | -13.6% | +53.7% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling