-19.1%
HAL vs RACE
+738.3%
-757.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | -0.1% |
| 7D | -7.9% | +3.9% | -11.8% | -9.3% |
| 30D | -2.1% | +7.4% | -9.5% | -4.8% |
| 3M | +0.4% | +1.6% | -1.2% | -0.6% |
| 6M | -19.2% | +23.3% | -42.6% | -26.6% |
| YTD | +14.4% | +14.7% | -0.3% | +5.6% |
| 1Y | +18.0% | +2.5% | +15.4% | +14.1% |
| 3Y | -9.7% | +28.0% | -37.7% | -25.7% |
| 5Y | +40.1% | +69.8% | -29.7% | -2.9% |
| 10Y | -19.1% | +734.9% | -754.0% | -60.2% |
| All | -19.1% | +738.3% | -757.4% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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