+475.0%
HAL vs RIG
-46.4%
+521.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -1.6% |
| 7D | -12.0% | -24.5% | +12.5% | +0.7% |
| 30D | +0.3% | -2.8% | +3.1% | +1.0% |
| 3M | -1.6% | +1.6% | -3.2% | -3.7% |
| 6M | -20.5% | -15.9% | -4.6% | -15.3% |
| YTD | +14.2% | +26.9% | -12.7% | -3.3% |
| 1Y | +18.9% | +34.4% | -15.5% | -2.7% |
| 3Y | -13.7% | -21.2% | +7.5% | -16.9% |
| 5Y | +42.2% | +46.4% | -4.2% | -13.1% |
| 10Y | -16.7% | -45.8% | +29.1% | -55.9% |
| All | +475.0% | -46.4% | +521.4% | +194.8% |
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