+2.6%
HAL vs TRI
+196.2%
-193.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.2% |
| 7D | -3.3% | -7.9% | +4.6% | -0.9% |
| 30D | +8.2% | -4.5% | +12.7% | +9.2% |
| 3M | -9.4% | +22.1% | -31.5% | -16.9% |
| 6M | +0.6% | -2.8% | +3.4% | -0.9% |
| YTD | +28.6% | -23.4% | +52.0% | +38.3% |
| 1Y | +63.9% | -41.5% | +105.4% | +99.5% |
| 3Y | -7.1% | -19.2% | +12.1% | -9.3% |
| 5Y | +102.3% | -9.4% | +111.7% | +79.3% |
| All | +2.6% | +196.2% | -193.7% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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