+105.3%
HAL vs RIG
+60.3%
+45.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.6% |
| 7D | +2.9% | +0.9% | +2.1% | +2.5% |
| 30D | +17.0% | +13.8% | +3.2% | +10.5% |
| 3M | -9.7% | -6.4% | -3.3% | -7.5% |
| 6M | +8.6% | -8.2% | +16.8% | +10.8% |
| YTD | +33.0% | +41.6% | -8.7% | +10.7% |
| 1Y | +68.3% | +88.7% | -20.4% | +21.3% |
| 3Y | +0.1% | -30.9% | +31.0% | +4.7% |
| All | +105.3% | +60.3% | +45.0% | +33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling