-13.7%
HAL vs RMD
+57.4%
-71.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.1% |
| 7D | -12.0% | +2.3% | -14.3% | -12.2% |
| 30D | +0.3% | +4.1% | -3.8% | -0.4% |
| 3M | -1.6% | +5.7% | -7.3% | -2.5% |
| 6M | -20.5% | +12.9% | -33.4% | -22.0% |
| YTD | +14.2% | -1.5% | +15.7% | +14.2% |
| 1Y | +18.9% | -4.8% | +23.6% | +19.5% |
| 3Y | -13.7% | +57.5% | -71.2% | -18.2% |
| All | -13.7% | +57.4% | -71.2% | -18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling