-3.8%
HAL vs RSG
+57.5%
-61.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | +10.9% | +3.7% | +7.2% | +10.0% |
| 3M | -5.8% | +6.2% | -12.0% | -7.2% |
| 6M | +8.1% | -2.8% | +10.9% | +8.7% |
| YTD | +33.2% | +5.9% | +27.3% | +30.9% |
| 1Y | +74.2% | -1.8% | +75.9% | +74.2% |
| All | -3.8% | +57.5% | -61.3% | -21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling