-20.8%
HAL vs RGEN
+457.6%
-478.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.3% |
| 7D | -6.5% | -2.4% | -4.1% | -6.2% |
| 30D | -2.1% | +0.1% | -2.2% | -2.3% |
| 3M | -4.9% | +6.6% | -11.5% | -6.1% |
| 6M | -19.3% | +40.9% | -60.2% | -24.0% |
| YTD | +14.3% | +6.2% | +8.1% | +11.8% |
| 1Y | +17.3% | +19.4% | -2.1% | +12.5% |
| 3Y | -10.9% | +17.9% | -28.8% | -16.7% |
| 5Y | +47.4% | -34.0% | +81.4% | +43.3% |
| 10Y | -20.8% | +453.9% | -474.7% | -46.9% |
| All | -20.8% | +457.6% | -478.4% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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