+514.9%
HAL vs TRV
+7,257.4%
-6,742.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.0% |
| 7D | +2.6% | +0.1% | +2.6% | +2.6% |
| 30D | -0.1% | +8.0% | -8.1% | -4.1% |
| 3M | -1.1% | +9.3% | -10.4% | -5.8% |
| 6M | -20.7% | +36.2% | -56.9% | -33.1% |
| YTD | +17.5% | +40.6% | -23.0% | -2.9% |
| 1Y | +24.1% | +43.1% | -18.9% | +1.5% |
| 3Y | -8.4% | +149.6% | -158.0% | -45.0% |
| 5Y | +53.2% | +181.6% | -128.4% | -13.4% |
| 10Y | -17.2% | +352.5% | -369.7% | -61.1% |
| All | +514.9% | +7,257.4% | -6,742.6% | +16.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling