+111.9%
HAL vs TRU
-36.4%
+148.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | -1.3% | -6.5% | +5.2% | +0.1% |
| 30D | +10.9% | -2.5% | +13.4% | +11.3% |
| 3M | -5.8% | +10.4% | -16.2% | -8.6% |
| 6M | +8.1% | +1.6% | +6.5% | +6.3% |
| YTD | +33.2% | -9.7% | +42.9% | +34.4% |
| 1Y | +74.2% | -17.3% | +91.4% | +79.1% |
| 3Y | -3.7% | -1.8% | -1.9% | -7.0% |
| 5Y | +111.9% | -36.2% | +148.1% | +125.5% |
| All | +111.9% | -36.4% | +148.3% | +125.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling