+17.3%
HAL vs RMD
-5.4%
+22.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | -6.5% | +3.1% | -9.6% | -6.5% |
| 30D | -2.1% | +1.8% | -3.9% | -2.2% |
| 3M | -4.9% | +6.7% | -11.5% | -5.1% |
| 6M | -19.3% | +13.9% | -33.2% | -19.3% |
| YTD | +14.3% | -2.0% | +16.3% | +16.3% |
| 1Y | +17.3% | -5.4% | +22.7% | +21.0% |
| All | +17.3% | -5.4% | +22.7% | +21.0% |
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