-6.0%
HAL vs TRU
+247.4%
-253.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.5% |
| 3M | -2.1% | +2.3% | -4.4% | -4.4% |
| 6M | -17.5% | +17.7% | -35.2% | -25.4% |
| YTD | +18.1% | -3.8% | +21.9% | +14.4% |
| 1Y | +19.7% | -0.3% | +20.0% | +13.8% |
| 3Y | -7.9% | +58.4% | -66.3% | -34.7% |
| 5Y | +53.1% | -24.0% | +77.1% | +50.9% |
| 10Y | -16.8% | +187.9% | -204.7% | -56.0% |
| All | -6.0% | +247.4% | -253.4% | -53.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling