+109.7%
HAL vs TSN
-20.8%
+130.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.2% |
| 7D | +0.5% | -5.0% | +5.5% | +1.9% |
| 30D | +15.9% | -9.1% | +25.0% | +19.0% |
| 3M | -8.7% | -7.4% | -1.3% | -7.1% |
| 6M | +9.0% | -13.4% | +22.4% | +12.6% |
| YTD | +32.0% | -8.5% | +40.5% | +33.6% |
| 1Y | +72.5% | -3.2% | +75.6% | +70.9% |
| 3Y | -4.5% | +11.5% | -16.0% | -11.1% |
| 5Y | +109.7% | -19.5% | +129.2% | +115.5% |
| All | +109.7% | -20.8% | +130.5% | +115.5% |
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