+433.2%
HL vs TRI
+507.2%
-74.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +2.9% |
| 7D | +0.4% | -8.4% | +8.8% | +4.9% |
| 30D | +18.8% | -6.5% | +25.3% | +22.3% |
| 3M | +43.7% | +18.6% | +25.1% | +25.3% |
| 6M | -1.0% | -10.4% | +9.4% | -2.3% |
| YTD | +8.7% | -23.7% | +32.4% | +14.8% |
| 1Y | +105.0% | -42.5% | +147.5% | +158.2% |
| 3Y | +427.3% | -19.3% | +446.6% | +418.7% |
| 5Y | +249.3% | -9.7% | +258.9% | +215.3% |
| 10Y | +284.2% | +194.4% | +89.7% | +48.2% |
| All | +433.2% | +507.2% | -74.0% | +33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling