-13.7%
HAL vs RACE
+28.1%
-41.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.1% |
| 7D | -12.0% | +5.1% | -17.1% | -12.3% |
| 30D | +0.3% | +7.7% | -7.4% | -0.3% |
| 3M | -1.6% | +2.2% | -3.8% | -1.8% |
| 6M | -20.5% | +23.8% | -44.2% | -22.4% |
| YTD | +14.2% | +13.9% | +0.3% | +12.6% |
| 1Y | +18.9% | +3.8% | +15.1% | +19.2% |
| 3Y | -13.7% | +28.0% | -41.8% | -15.7% |
| All | -13.7% | +28.1% | -41.8% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling