+7.4%
HAL vs RUN
+43.6%
-36.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.5% | +1.5% |
| 7D | -1.3% | -1.8% | +0.5% | -1.1% |
| 30D | +10.9% | -10.8% | +21.7% | +12.4% |
| 3M | -5.8% | -30.2% | +24.3% | -2.1% |
| 6M | +8.1% | -22.3% | +30.4% | +9.6% |
| YTD | +33.2% | -52.2% | +85.4% | +41.8% |
| 1Y | +74.2% | -45.1% | +119.3% | +79.3% |
| 3Y | -3.7% | -37.1% | +33.4% | -20.6% |
| 5Y | +111.9% | -80.3% | +192.2% | +97.7% |
| 10Y | +7.4% | +45.2% | -37.8% | -51.5% |
| All | +7.4% | +43.6% | -36.2% | -51.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling