+89.3%
HAL vs RDW
0.0%
+89.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.7% | +5.6% | +1.2% |
| 7D | -1.3% | +3.6% | -4.9% | -1.6% |
| 30D | +10.9% | -18.4% | +29.3% | +12.4% |
| 3M | -5.8% | -32.1% | +26.2% | -4.0% |
| 6M | +8.1% | +10.9% | -2.8% | +4.1% |
| YTD | +33.2% | +40.8% | -7.6% | +24.3% |
| 1Y | +74.2% | +31.1% | +43.0% | +61.8% |
| 3Y | -3.7% | +245.2% | -248.9% | -21.4% |
| 5Y | +111.9% | -16.7% | +128.6% | +78.7% |
| All | +89.3% | 0.0% | +89.3% | +53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling