-14.9%
HAL vs TRI
+225.2%
-240.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +6.1% | -2.9% | +9.0% | +6.9% |
| 30D | +2.9% | +3.7% | -0.8% | +1.1% |
| 3M | +3.3% | +3.7% | -0.4% | +0.8% |
| 6M | -16.9% | +35.1% | -52.0% | -27.4% |
| YTD | +21.2% | -14.0% | +35.2% | +24.6% |
| 1Y | +27.5% | -19.0% | +46.5% | +34.8% |
| 3Y | -6.4% | -12.0% | +5.5% | -11.0% |
| 5Y | +58.0% | +0.6% | +57.4% | +35.2% |
| All | -14.9% | +225.2% | -240.1% | -50.1% |
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