-7.1%
HAL vs RDW
+241.5%
-248.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.5% |
| 7D | -3.3% | +0.9% | -4.2% | -3.4% |
| 30D | +8.2% | -21.3% | +29.4% | +9.8% |
| 3M | -9.4% | -37.9% | +28.4% | -6.9% |
| 6M | +0.6% | +12.3% | -11.6% | -3.4% |
| YTD | +28.6% | +39.7% | -11.2% | +19.4% |
| 1Y | +63.9% | +25.7% | +38.2% | +51.9% |
| 3Y | -7.1% | +230.8% | -238.0% | -22.7% |
| All | -7.1% | +241.5% | -248.6% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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