-4.5%
HAL vs RIG
-28.9%
+24.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.1% |
| 7D | +0.5% | -2.7% | +3.2% | +1.5% |
| 30D | +15.9% | +9.5% | +6.4% | +11.7% |
| 3M | -8.7% | -6.6% | -2.1% | -6.6% |
| 6M | +9.0% | -2.9% | +11.9% | +8.7% |
| YTD | +32.0% | +39.5% | -7.5% | +11.7% |
| 1Y | +72.5% | +82.3% | -9.8% | +28.2% |
| 3Y | -4.5% | -29.6% | +25.0% | -1.5% |
| All | -4.5% | -28.9% | +24.3% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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