+468.1%
HAL vs TRI
+584.0%
-115.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | +2.6% | -7.5% | +10.1% | +6.7% |
| 30D | -0.1% | +3.9% | -4.0% | -3.5% |
| 3M | -1.1% | +7.2% | -8.3% | -7.5% |
| 6M | -20.7% | +27.0% | -47.7% | -35.1% |
| YTD | +17.5% | -14.0% | +31.6% | +16.1% |
| 1Y | +24.1% | -17.7% | +41.8% | +25.8% |
| 3Y | -8.4% | -10.7% | +2.3% | -16.8% |
| 5Y | +53.2% | +0.6% | +52.6% | +24.9% |
| 10Y | -17.2% | +225.3% | -242.5% | -70.4% |
| All | +468.1% | +584.0% | -115.9% | +1.2% |
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