-2.5%
HAL vs TYL
-8.1%
+5.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | -0.2% |
| 7D | +2.9% | -3.7% | +6.6% | +3.3% |
| 30D | +17.0% | +18.7% | -1.7% | +15.1% |
| 3M | -9.7% | +18.1% | -27.8% | -11.2% |
| 6M | +8.6% | -1.1% | +9.7% | +8.9% |
| YTD | +33.0% | -19.8% | +52.8% | +38.4% |
| 1Y | +68.3% | -34.3% | +102.6% | +82.6% |
| All | -2.5% | -8.1% | +5.7% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 3y: compounded portfolio wealth divided by compounded TYL 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…
3y analysis · Full analysis span regression · 6 months rolling