-2.5%
TEAM vs HAL
+72.7%
-75.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.1% | +0.9% |
| 7D | -4.7% | -1.3% | -3.3% | -4.9% |
| 30D | +17.0% | +10.9% | +6.1% | +19.2% |
| 3M | +85.9% | -5.8% | +91.8% | +86.8% |
| 6M | +116.7% | +8.1% | +108.5% | +118.0% |
| YTD | +9.6% | +33.2% | -23.6% | +8.0% |
| 1Y | -2.5% | +74.2% | -76.7% | -7.2% |
| All | -2.5% | +72.7% | -75.3% | -7.2% |
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