-65.2%
TEAM vs HAL
+40.6%
-105.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -17.2% | -7.9% | -9.3% | -16.1% |
| 30D | -25.1% | -2.1% | -23.0% | -24.9% |
| 3M | +3.9% | +0.4% | +3.5% | +3.7% |
| 6M | +69.1% | -19.2% | +88.4% | +74.6% |
| YTD | -4.5% | +14.4% | -18.8% | -9.2% |
| 1Y | -1.9% | +18.0% | -19.8% | -7.4% |
| 3Y | -9.3% | -9.7% | +0.4% | -12.5% |
| 5Y | -65.2% | +40.1% | -105.3% | -69.6% |
| All | -65.2% | +40.6% | -105.7% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling