+256.9%
HL vs TRI
+196.2%
+60.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.7% |
| 7D | -4.4% | -7.9% | +3.5% | -2.3% |
| 30D | +9.3% | -4.5% | +13.8% | +10.4% |
| 3M | +32.0% | +22.1% | +9.9% | +21.4% |
| 6M | -6.4% | -2.8% | -3.7% | -8.2% |
| YTD | +3.1% | -23.4% | +26.5% | +11.3% |
| 1Y | +77.6% | -41.5% | +119.1% | +119.7% |
| 3Y | +392.8% | -19.2% | +412.0% | +400.1% |
| 5Y | +234.1% | -9.4% | +243.5% | +213.3% |
| All | +256.9% | +196.2% | +60.7% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling