-14.9%
HAL vs RMD
+347.3%
-362.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | +6.1% | +2.1% | +4.0% | +5.5% |
| 30D | +2.9% | +2.1% | +0.8% | +1.9% |
| 3M | +3.3% | +6.2% | -2.9% | +0.9% |
| 6M | -16.9% | +19.4% | -36.3% | -22.3% |
| YTD | +21.2% | +0.5% | +20.6% | +19.1% |
| 1Y | +27.5% | -3.9% | +31.5% | +27.1% |
| 3Y | -6.4% | +72.5% | -79.0% | -26.6% |
| 5Y | +58.0% | -1.5% | +59.5% | +47.7% |
| All | -14.9% | +347.3% | -362.2% | -42.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling