+5.8%
HAL vs TRU
+238.0%
-232.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.9% | +5.3% | +1.9% |
| 7D | +2.9% | -6.8% | +9.7% | +5.8% |
| 30D | +17.0% | 0.0% | +17.0% | +16.6% |
| 3M | -9.7% | +13.3% | -22.9% | -15.7% |
| 6M | +8.6% | +3.4% | +5.2% | +4.0% |
| YTD | +33.0% | -6.4% | +39.4% | +31.7% |
| 1Y | +68.3% | -9.7% | +78.0% | +67.6% |
| 3Y | +0.1% | +0.1% | 0.0% | -11.3% |
| 5Y | +102.6% | -34.0% | +136.7% | +120.1% |
| 10Y | +3.8% | +147.9% | -144.1% | -40.5% |
| All | +5.8% | +238.0% | -232.2% | -46.6% |
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