-4.5%
HAL vs RUN
-35.6%
+31.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -0.9% |
| 7D | +0.5% | +10.2% | -9.7% | +0.1% |
| 30D | +15.9% | -9.6% | +25.5% | +16.3% |
| 3M | -8.7% | -31.5% | +22.8% | -7.5% |
| 6M | +9.0% | -18.7% | +27.7% | +9.2% |
| YTD | +32.0% | -49.9% | +81.9% | +34.4% |
| 1Y | +72.5% | -45.5% | +118.0% | +74.1% |
| 3Y | -4.5% | -34.1% | +29.6% | -10.6% |
| All | -4.5% | -35.6% | +31.0% | -10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling