+542.9%
HAL vs TRI
+561.6%
-18.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.9% | +2.3% |
| 7D | +2.9% | -0.5% | +3.5% | +2.9% |
| 30D | +17.0% | +7.9% | +9.2% | +11.6% |
| 3M | -9.7% | +24.1% | -33.7% | -22.4% |
| 6M | +8.6% | +3.8% | +4.8% | +0.6% |
| YTD | +33.0% | -16.9% | +49.8% | +36.7% |
| 1Y | +68.3% | -38.4% | +106.7% | +106.6% |
| 3Y | +0.1% | -12.2% | +12.3% | -6.6% |
| 5Y | +102.6% | -1.8% | +104.4% | +70.2% |
| 10Y | +3.8% | +207.6% | -203.8% | -60.7% |
| All | +542.9% | +561.6% | -18.8% | +19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling