+25.6%
HAL vs RUN
-53.7%
+79.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.1% |
| 7D | -7.7% | +18.5% | -26.2% | -7.7% |
| 30D | +0.7% | +15.5% | -14.8% | +0.6% |
| 3M | +2.5% | -20.3% | +22.8% | +2.6% |
| 6M | -20.7% | -30.8% | +10.1% | -20.6% |
| YTD | +18.4% | -52.2% | +70.6% | +18.0% |
| 1Y | +25.6% | -53.9% | +79.5% | +25.3% |
| All | +25.6% | -53.7% | +79.3% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 1y: compounded portfolio wealth divided by compounded RUN 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…
1y analysis · Full analysis span regression · 6 months rolling