-2.5%
HAL vs RUN
-25.4%
+22.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.4% |
| 7D | -7.9% | +18.1% | -25.9% | -9.9% |
| 30D | -2.1% | +27.5% | -29.5% | -5.4% |
| 3M | +0.4% | -4.5% | +4.9% | +0.3% |
| 6M | -19.2% | -33.3% | +14.1% | -16.5% |
| YTD | +14.4% | -47.1% | +61.4% | +19.0% |
| 1Y | +18.0% | -43.1% | +61.1% | +21.1% |
| 3Y | -9.7% | -3.0% | -6.7% | -28.6% |
| 5Y | +40.1% | -82.6% | +122.7% | +36.4% |
| 10Y | -19.1% | +103.3% | -122.5% | -54.5% |
| All | -2.5% | -25.4% | +22.9% | -43.3% |
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 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