+111.9%
HAL vs TRV
+154.4%
-42.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | +10.9% | -2.3% | +13.2% | +12.0% |
| 3M | -5.8% | +22.7% | -28.5% | -15.3% |
| 6M | +8.1% | +21.9% | -13.8% | -2.9% |
| YTD | +33.2% | +27.5% | +5.7% | +16.6% |
| 1Y | +74.2% | +36.2% | +37.9% | +46.5% |
| 3Y | -3.7% | +140.6% | -144.3% | -46.9% |
| 5Y | +111.9% | +154.5% | -42.6% | +10.4% |
| All | +111.9% | +154.4% | -42.6% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling