+103.6%
HAL vs RSG
+89.5%
+14.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.7% |
| 7D | -3.3% | -1.8% | -1.5% | -2.7% |
| 30D | +7.2% | +2.8% | +4.4% | +6.3% |
| 3M | -8.8% | +4.3% | -13.1% | -10.1% |
| 6M | +3.0% | -0.5% | +3.5% | +2.9% |
| YTD | +29.4% | +5.2% | +24.2% | +26.7% |
| 1Y | +62.8% | -2.1% | +65.0% | +63.1% |
| 3Y | -6.4% | +56.5% | -62.9% | -22.4% |
| 5Y | +103.6% | +89.5% | +14.1% | +65.7% |
| All | +103.6% | +89.5% | +14.1% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling