-14.9%
HAL vs TTMI
+394.2%
-409.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TTMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.9% | +6.0% | +3.9% |
| 7D | +6.1% | +11.4% | -5.3% | +2.6% |
| 30D | +2.9% | -28.3% | +31.2% | +9.6% |
| 3M | +3.3% | -46.7% | +50.0% | +17.8% |
| 6M | -16.9% | -56.1% | +39.2% | -3.1% |
| YTD | +21.2% | +7.4% | +13.8% | -2.1% |
| 1Y | +27.5% | +17.4% | +10.1% | -2.0% |
| 3Y | -6.4% | +429.1% | -435.6% | -64.6% |
| 5Y | +58.0% | +418.8% | -360.8% | -44.5% |
| All | -14.9% | +394.2% | -409.1% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TTMI.
Daily Out/Under-Performance
Portfolio return minus TTMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TTMI 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 TTMI 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