+68.3%
HAL vs RMD
-14.6%
+82.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | +2.9% | -5.0% | +7.9% | +3.0% |
| 30D | +17.0% | +2.2% | +14.8% | +16.8% |
| 3M | -9.7% | +17.8% | -27.5% | -10.1% |
| 6M | +8.6% | -11.3% | +20.0% | +12.2% |
| YTD | +33.0% | -4.4% | +37.4% | +36.2% |
| 1Y | +68.3% | -15.7% | +84.0% | +71.2% |
| All | +68.3% | -14.6% | +82.9% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling