+3.2%
HAL vs TRV
+298.6%
-295.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.3% |
| 7D | -3.3% | -1.5% | -1.8% | -2.2% |
| 30D | +7.2% | -1.8% | +9.0% | +8.5% |
| 3M | -8.8% | +21.6% | -30.4% | -22.8% |
| 6M | +3.0% | +22.5% | -19.5% | -14.1% |
| YTD | +29.4% | +28.1% | +1.2% | +3.6% |
| 1Y | +62.8% | +37.0% | +25.8% | +22.8% |
| 3Y | -6.4% | +141.9% | -148.3% | -59.7% |
| 5Y | +103.6% | +158.5% | -54.9% | -19.3% |
| All | +3.2% | +298.6% | -295.4% | -69.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling