+3.2%
HAL vs ROL
+213.5%
-210.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | +2.9% | -1.4% | +4.4% | +3.4% |
| 30D | +17.0% | -4.1% | +21.1% | +18.4% |
| 3M | -9.7% | -22.5% | +12.9% | -2.7% |
| 6M | +8.6% | -37.7% | +46.3% | +25.1% |
| YTD | +33.0% | -39.6% | +72.6% | +54.3% |
| 1Y | +68.3% | -36.0% | +104.3% | +90.8% |
| 3Y | +0.1% | -5.1% | +5.3% | -3.7% |
| 5Y | +102.6% | -3.4% | +106.0% | +88.7% |
| All | +3.2% | +213.5% | -210.3% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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