+228.7%
HL vs TRI
-10.0%
+238.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.5% |
| 7D | -4.4% | -7.9% | +3.5% | -3.2% |
| 30D | +9.3% | -4.5% | +13.8% | +9.9% |
| 3M | +32.0% | +22.1% | +9.9% | +25.2% |
| 6M | -6.4% | -2.8% | -3.7% | -6.4% |
| YTD | +3.1% | -23.4% | +26.5% | +14.7% |
| 1Y | +77.6% | -41.5% | +119.1% | +128.3% |
| 3Y | +392.8% | -19.2% | +412.0% | +392.3% |
| All | +228.7% | -10.0% | +238.7% | +178.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling