+25.6%
HAL vs TRV
+54.4%
-28.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.5% | -6.6% | -2.4% |
| 7D | -7.7% | +3.9% | -11.6% | -7.0% |
| 30D | +0.7% | +13.5% | -12.8% | +3.0% |
| 3M | +2.5% | +8.9% | -6.4% | +4.0% |
| 6M | -20.7% | +36.8% | -57.4% | -15.2% |
| YTD | +18.4% | +42.7% | -24.3% | +25.7% |
| 1Y | +25.6% | +49.9% | -24.3% | +35.4% |
| All | +25.6% | +54.4% | -28.8% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling