+111.9%
HAL vs RRX
+16.5%
+95.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.6% |
| 7D | -1.3% | -0.7% | -0.6% | -1.1% |
| 30D | +10.9% | -8.0% | +18.9% | +13.6% |
| 3M | -5.8% | -25.1% | +19.2% | +0.9% |
| 6M | +8.1% | -18.3% | +26.4% | +10.8% |
| YTD | +33.2% | +14.2% | +19.0% | +19.5% |
| 1Y | +74.2% | +13.0% | +61.1% | +55.8% |
| 3Y | -3.7% | +4.2% | -7.9% | -14.3% |
| 5Y | +111.9% | +17.9% | +94.0% | +73.2% |
| All | +111.9% | +16.5% | +95.3% | +73.2% |
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