-3.4%
HAL vs RRC
+34.3%
-37.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | +2.9% | +1.3% | +1.6% | +2.3% |
| 30D | +17.0% | +10.1% | +6.9% | +11.8% |
| 3M | -9.7% | +4.0% | -13.7% | -11.6% |
| 6M | +8.6% | +1.6% | +7.0% | +7.3% |
| YTD | +33.0% | +19.7% | +13.3% | +20.7% |
| 1Y | +68.3% | +21.4% | +46.9% | +50.4% |
| All | -3.4% | +34.3% | -37.6% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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