+59.6%
T vs HAL
-16.0%
+75.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | +1.0% | -12.0% | +13.0% | +1.1% |
| 30D | -10.6% | +0.3% | -10.9% | -10.7% |
| 3M | -7.7% | -1.6% | -6.1% | -7.8% |
| 6M | -13.3% | -20.5% | +7.2% | -13.2% |
| YTD | -8.8% | +14.2% | -23.0% | -8.7% |
| 1Y | -8.4% | +18.9% | -27.3% | -8.4% |
| 3Y | +59.6% | -13.7% | +73.4% | +59.9% |
| All | +59.6% | -16.0% | +75.6% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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