+41.6%
HAL vs TW
+221.1%
-179.5%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.9% |
| 7D | +2.9% | -2.3% | +5.3% | +3.7% |
| 30D | +17.0% | +3.9% | +13.1% | +15.5% |
| 3M | -9.7% | +5.7% | -15.4% | -12.1% |
| 6M | +8.6% | -14.5% | +23.2% | +13.5% |
| YTD | +33.0% | -0.9% | +33.9% | +31.3% |
| 1Y | +68.3% | -13.5% | +81.8% | +74.2% |
| 3Y | +0.1% | +25.0% | -24.9% | -13.9% |
| 5Y | +102.6% | +22.7% | +79.9% | +69.5% |
| All | +41.6% | +221.1% | -179.5% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 all: compounded portfolio wealth divided by compounded TW 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…
all analysis · Full analysis span regression · 6 months rolling