-14.9%
HAL vs TRGP
+822.5%
-837.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +2.9% |
| 7D | +6.1% | +12.4% | -6.3% | -1.9% |
| 30D | +2.9% | +2.6% | +0.3% | +0.8% |
| 3M | +3.3% | +11.9% | -8.5% | -4.8% |
| 6M | -16.9% | +13.9% | -30.8% | -24.5% |
| YTD | +21.2% | +64.2% | -43.0% | -14.4% |
| 1Y | +27.5% | +78.5% | -50.9% | -14.9% |
| 3Y | -6.4% | +272.9% | -279.4% | -62.6% |
| 5Y | +58.0% | +510.7% | -452.7% | -52.9% |
| All | -14.9% | +822.5% | -837.4% | -83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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