-20.7%
HAL vs TRV
+36.3%
-57.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.4% |
| 7D | +2.6% | +0.1% | +2.6% | +2.7% |
| 30D | -0.1% | +8.0% | -8.1% | +1.0% |
| 3M | -1.1% | +9.3% | -10.4% | +0.1% |
| 6M | -20.7% | +36.2% | -56.9% | -16.0% |
| All | -20.7% | +36.3% | -57.0% | -16.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling