+53.1%
HAL vs TRU
-25.4%
+78.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.4% | +3.4% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | +1.0% | +24.3% | -23.2% | -4.0% |
| 3M | -2.1% | +2.3% | -4.4% | -3.2% |
| 6M | -17.5% | +17.7% | -35.2% | -21.6% |
| YTD | +18.1% | -3.8% | +21.9% | +17.0% |
| 1Y | +19.7% | -0.3% | +20.0% | +17.4% |
| 3Y | -7.9% | +58.4% | -66.3% | -20.0% |
| 5Y | +53.1% | -24.0% | +77.1% | +51.0% |
| All | +53.1% | -25.4% | +78.5% | +51.0% |
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