+495.6%
HAL vs RMD
+38,484.3%
-37,988.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.9% | +1.5% | +3.0% |
| 7D | -0.2% | -0.8% | +0.6% | -0.1% |
| 30D | +1.0% | +1.7% | -0.7% | +0.5% |
| 3M | -2.1% | +6.4% | -8.5% | -3.6% |
| 6M | -17.5% | +20.7% | -38.2% | -21.0% |
| YTD | +18.1% | -0.2% | +18.3% | +17.0% |
| 1Y | +19.7% | -4.5% | +24.2% | +19.5% |
| 3Y | -7.9% | +70.5% | -78.4% | -19.1% |
| 5Y | +53.1% | -1.6% | +54.7% | +47.2% |
| 10Y | -16.8% | +342.7% | -359.5% | -38.8% |
| All | +495.6% | +38,484.3% | -37,988.7% | +269.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling