+6.3%
HAL vs TRGP
+867.0%
-860.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.6% |
| 7D | -1.3% | -0.7% | -0.6% | -0.9% |
| 30D | +10.9% | +9.5% | +1.4% | +4.0% |
| 3M | -5.8% | +10.8% | -16.7% | -12.5% |
| 6M | +8.1% | +25.3% | -17.2% | -7.8% |
| YTD | +33.2% | +60.3% | -27.1% | -3.9% |
| 1Y | +74.2% | +84.6% | -10.4% | +13.9% |
| 3Y | -3.7% | +264.4% | -268.0% | -60.7% |
| 5Y | +111.9% | +636.6% | -524.7% | -43.1% |
| All | +6.3% | +867.0% | -860.8% | -79.0% |
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