-16.8%
HAL vs RUN
+74.1%
-90.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.1% | -0.8% | +2.8% |
| 7D | -0.2% | +3.2% | -3.4% | -0.9% |
| 30D | +1.0% | +19.5% | -18.5% | -2.0% |
| 3M | -2.1% | -9.6% | +7.4% | -1.6% |
| 6M | -17.5% | -37.3% | +19.8% | -13.8% |
| YTD | +18.1% | -50.7% | +68.8% | +24.4% |
| 1Y | +19.7% | -54.1% | +73.8% | +26.9% |
| 3Y | -7.9% | -3.9% | -4.0% | -29.9% |
| 5Y | +53.1% | -84.4% | +137.5% | +53.4% |
| 10Y | -16.8% | +77.5% | -94.3% | -64.9% |
| All | -16.8% | +74.1% | -90.9% | -64.9% |
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