+595.7%
HAL vs RRX
+3,904.5%
-3,308.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.7% |
| 7D | +2.9% | +3.4% | -0.5% | +1.5% |
| 30D | +17.0% | -11.1% | +28.2% | +22.7% |
| 3M | -9.7% | -23.7% | +14.1% | -1.2% |
| 6M | +8.6% | -22.0% | +30.6% | +14.8% |
| YTD | +33.0% | +16.5% | +16.5% | +16.7% |
| 1Y | +68.3% | +11.5% | +56.8% | +49.2% |
| 3Y | +0.1% | +1.5% | -1.4% | -12.9% |
| 5Y | +102.6% | +18.3% | +84.4% | +59.7% |
| 10Y | +3.8% | +209.8% | -206.0% | -42.3% |
| All | +595.7% | +3,904.5% | -3,308.7% | +178.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling