+595.7%
HAL vs TRV
+6,617.1%
-6,021.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +0.1% |
| 7D | +2.9% | -0.1% | +3.1% | +3.0% |
| 30D | +17.0% | -3.4% | +20.5% | +18.9% |
| 3M | -9.7% | +26.4% | -36.1% | -20.6% |
| 6M | +8.6% | +19.3% | -10.7% | -2.0% |
| YTD | +33.0% | +28.3% | +4.7% | +15.3% |
| 1Y | +68.3% | +34.3% | +34.0% | +42.3% |
| 3Y | +0.1% | +140.1% | -140.0% | -38.7% |
| 5Y | +102.6% | +155.7% | -53.1% | +20.4% |
| 10Y | +3.8% | +285.5% | -281.7% | -47.3% |
| All | +595.7% | +6,617.1% | -6,021.4% | +38.7% |
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