+558.1%
TTD vs HAL
-18.9%
+577.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.3% | +3.3% |
| 7D | +19.9% | -6.5% | +26.4% | +22.2% |
| 30D | +27.6% | -2.1% | +29.8% | +28.1% |
| 3M | +15.2% | -4.9% | +20.0% | +16.2% |
| 6M | -33.2% | -19.3% | -13.9% | -29.7% |
| YTD | -59.4% | +14.3% | -73.7% | -61.9% |
| 1Y | -64.4% | +17.3% | -81.7% | -66.9% |
| 3Y | -75.9% | -10.9% | -65.0% | -76.4% |
| 5Y | -82.6% | +47.4% | -130.0% | -86.2% |
| 10Y | +558.1% | -20.8% | +578.9% | +433.1% |
| All | +558.1% | -18.9% | +577.1% | +433.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling