-14.9%
HAL vs TRU
+183.1%
-198.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.1% |
| 7D | +6.1% | 0.0% | +6.1% | +6.1% |
| 30D | +2.9% | +21.3% | -18.4% | -5.7% |
| 3M | +3.3% | +0.2% | +3.1% | +1.8% |
| 6M | -16.9% | +22.4% | -39.3% | -26.0% |
| YTD | +21.2% | -4.8% | +26.0% | +18.0% |
| 1Y | +27.5% | -0.2% | +27.7% | +21.2% |
| 3Y | -6.4% | +57.9% | -64.4% | -33.6% |
| 5Y | +58.0% | -26.1% | +84.1% | +60.7% |
| All | -14.9% | +183.1% | -198.0% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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