+2.6%
HAL vs RSG
+428.9%
-426.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.2% |
| 7D | -3.3% | 0.0% | -3.3% | -3.3% |
| 30D | +8.2% | +4.0% | +4.2% | +5.2% |
| 3M | -9.4% | +7.4% | -16.8% | -14.3% |
| 6M | +0.6% | +0.1% | +0.5% | -0.5% |
| YTD | +28.6% | +6.0% | +22.6% | +21.7% |
| 1Y | +63.9% | -3.0% | +66.9% | +64.9% |
| 3Y | -7.1% | +56.5% | -63.6% | -38.5% |
| 5Y | +102.3% | +90.9% | +11.4% | +7.4% |
| All | +2.6% | +428.9% | -426.4% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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