+7.4%
HAL vs RMD
+269.7%
-262.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | -1.3% | -4.7% | +3.4% | +0.1% |
| 30D | +10.9% | +0.2% | +10.6% | +10.6% |
| 3M | -5.8% | +12.0% | -17.9% | -9.8% |
| 6M | +8.1% | -12.5% | +20.6% | +11.6% |
| YTD | +33.2% | -7.9% | +41.1% | +35.0% |
| 1Y | +74.2% | -20.4% | +94.6% | +84.6% |
| 3Y | -3.7% | +53.1% | -56.8% | -21.5% |
| 5Y | +111.9% | -22.1% | +134.0% | +116.9% |
| 10Y | +7.4% | +275.4% | -268.0% | -28.6% |
| All | +7.4% | +269.7% | -262.3% | -28.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling