-6.6%
TEAM vs HAL
+17.0%
-23.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -22.2% | -6.5% | -15.7% | -23.3% |
| 30D | -28.1% | -2.1% | -26.0% | -28.3% |
| 3M | -2.2% | -4.9% | +2.7% | -3.0% |
| 6M | +62.2% | -19.3% | +81.5% | +55.9% |
| YTD | -8.4% | +14.3% | -22.6% | -9.1% |
| 1Y | -6.6% | +17.3% | -23.9% | -8.9% |
| All | -6.6% | +17.0% | -23.6% | -8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling