+77.6%
HL vs TRV
+39.8%
+37.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | +0.1% |
| 7D | -4.4% | +1.9% | -6.3% | -3.2% |
| 30D | +9.3% | +1.7% | +7.6% | +10.6% |
| 3M | +32.0% | +23.9% | +8.1% | +53.5% |
| 6M | -6.4% | +26.3% | -32.7% | +12.5% |
| YTD | +3.1% | +30.8% | -27.7% | +27.4% |
| 1Y | +77.6% | +36.3% | +41.2% | +136.3% |
| All | +77.6% | +39.8% | +37.8% | +136.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling