+569.5%
HAL vs RIG
-40.2%
+609.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.8% |
| 7D | +2.9% | +0.9% | +2.1% | +2.4% |
| 30D | +17.0% | +13.8% | +3.2% | +9.6% |
| 3M | -9.7% | -6.4% | -3.3% | -7.2% |
| 6M | +8.6% | -8.2% | +16.8% | +11.0% |
| YTD | +33.0% | +41.6% | -8.7% | +7.8% |
| 1Y | +68.3% | +88.7% | -20.4% | +15.8% |
| 3Y | +0.1% | -30.9% | +31.0% | +3.8% |
| 5Y | +102.6% | +57.7% | +44.9% | +19.7% |
| 10Y | +3.8% | -39.3% | +43.1% | -48.3% |
| All | +569.5% | -40.2% | +609.7% | +228.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling