+59.2%
HAL vs RRX
+9.8%
+49.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.3% | +5.4% | +3.8% |
| 7D | +6.1% | +4.3% | +1.8% | +4.7% |
| 30D | +2.9% | +12.3% | -9.4% | -1.1% |
| 3M | +3.3% | +3.7% | -0.3% | +1.4% |
| 6M | -16.9% | -13.9% | -3.0% | -15.4% |
| YTD | +21.2% | +26.5% | -5.3% | +4.6% |
| 1Y | +27.5% | +29.3% | -1.8% | +8.8% |
| 3Y | -6.4% | +65.6% | -72.0% | -30.4% |
| All | +59.2% | +9.8% | +49.3% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 5y: compounded portfolio wealth divided by compounded RRX 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…
5y analysis · Full analysis span regression · 6 months rolling