+534.0%
HAL vs TRV
+7,258.3%
-6,724.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +6.1% | +2.0% | +4.1% | +5.0% |
| 30D | +2.9% | +6.7% | -3.8% | -0.6% |
| 3M | +3.3% | +9.4% | -6.0% | -1.6% |
| 6M | -16.9% | +37.7% | -54.6% | -30.3% |
| YTD | +21.2% | +40.6% | -19.4% | +0.1% |
| 1Y | +27.5% | +42.4% | -14.9% | +4.6% |
| 3Y | -6.4% | +148.1% | -154.6% | -43.7% |
| 5Y | +58.0% | +181.7% | -123.7% | -10.7% |
| 10Y | -14.6% | +352.6% | -367.2% | -59.9% |
| All | +534.0% | +7,258.3% | -6,724.3% | +20.4% |
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 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