+109.7%
HAL vs TRGP
+631.5%
-521.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.9% |
| 7D | +0.5% | -0.6% | +1.1% | +0.9% |
| 30D | +15.9% | +14.6% | +1.4% | +3.1% |
| 3M | -8.7% | +11.9% | -20.7% | -17.5% |
| 6M | +9.0% | +25.3% | -16.2% | -11.0% |
| YTD | +32.0% | +61.9% | -29.8% | -13.9% |
| 1Y | +72.5% | +87.3% | -14.8% | -1.6% |
| 3Y | -4.5% | +268.0% | -272.5% | -73.1% |
| 5Y | +109.7% | +638.2% | -528.5% | -70.7% |
| All | +109.7% | +631.5% | -521.8% | -70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling