+59.2%
HAL vs TT
+131.0%
-71.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.5% |
| 7D | +6.1% | +4.0% | +2.1% | +5.0% |
| 30D | +2.9% | -11.3% | +14.2% | +5.8% |
| 3M | +3.3% | -12.3% | +15.6% | +6.5% |
| 6M | -16.9% | -10.8% | -6.1% | -15.1% |
| YTD | +21.2% | +8.2% | +13.0% | +16.7% |
| 1Y | +27.5% | +1.5% | +26.1% | +25.0% |
| 3Y | -6.4% | +91.5% | -97.9% | -23.9% |
| All | +59.2% | +131.0% | -71.9% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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