+19.9%
HAL vs TRGP
+2,231.3%
-2,211.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | +0.1% |
| 7D | +2.9% | +0.8% | +2.2% | +2.5% |
| 30D | +17.0% | +11.5% | +5.5% | +9.7% |
| 3M | -9.7% | +9.0% | -18.6% | -14.2% |
| 6M | +8.6% | +20.5% | -11.9% | -3.0% |
| YTD | +33.0% | +59.5% | -26.5% | +0.9% |
| 1Y | +68.3% | +77.9% | -9.6% | +19.7% |
| 3Y | +0.1% | +253.6% | -253.5% | -52.2% |
| 5Y | +102.6% | +615.5% | -512.8% | -32.0% |
| 10Y | +3.8% | +897.1% | -893.3% | -74.3% |
| All | +19.9% | +2,231.3% | -2,211.4% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling