-17.0%
HAL vs TRGP
+805.3%
-822.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.7% | -0.4% | +0.9% |
| 7D | -0.2% | +2.4% | -2.6% | -1.9% |
| 30D | +1.0% | +0.8% | +0.2% | +0.1% |
| 3M | -2.1% | +10.4% | -12.5% | -9.1% |
| 6M | -17.5% | +16.3% | -33.7% | -26.1% |
| YTD | +18.1% | +61.1% | -43.0% | -15.5% |
| 1Y | +19.7% | +71.6% | -51.9% | -17.9% |
| 3Y | -7.9% | +267.5% | -275.4% | -62.8% |
| 5Y | +53.1% | +488.1% | -435.1% | -53.2% |
| All | -17.0% | +805.3% | -822.3% | -83.5% |
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