-14.9%
HAL vs RACE
+729.2%
-744.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.7% | +2.6% |
| 7D | +6.1% | -1.2% | +7.3% | +6.6% |
| 30D | +2.9% | +6.1% | -3.2% | +0.4% |
| 3M | +3.3% | -0.3% | +3.6% | +3.0% |
| 6M | -16.9% | +23.4% | -40.3% | -24.6% |
| YTD | +21.2% | +12.5% | +8.7% | +12.7% |
| 1Y | +27.5% | -0.5% | +28.0% | +24.8% |
| 3Y | -6.4% | +23.6% | -30.1% | -21.9% |
| 5Y | +58.0% | +65.4% | -7.4% | +10.5% |
| All | -14.9% | +729.2% | -744.1% | -58.8% |
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