+13.3%
HAL vs RUN
-31.9%
+45.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.5% |
| 7D | +2.9% | +1.3% | +1.7% | +2.8% |
| 30D | +17.0% | -15.3% | +32.3% | +19.1% |
| 3M | -9.7% | -40.0% | +30.4% | -4.5% |
| 6M | +8.6% | -27.0% | +35.6% | +10.9% |
| YTD | +33.0% | -51.7% | +84.7% | +40.8% |
| 1Y | +68.3% | -45.9% | +114.2% | +73.2% |
| 3Y | +0.1% | -43.8% | +43.9% | -13.7% |
| 5Y | +102.6% | -80.5% | +183.1% | +90.8% |
| 10Y | +3.8% | +45.3% | -41.4% | -39.9% |
| All | +13.3% | -31.9% | +45.3% | -33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling