+0.2%
HAL vs RUN
-34.8%
+34.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.1% | +5.5% | +0.2% |
| 7D | +2.6% | -13.7% | +16.3% | +4.4% |
| 30D | -0.1% | +9.4% | -9.5% | -1.8% |
| 3M | -1.1% | -13.4% | +12.3% | -0.2% |
| 6M | -20.7% | -39.6% | +18.8% | -17.1% |
| YTD | +17.5% | -53.7% | +71.2% | +24.2% |
| 1Y | +24.1% | -56.2% | +80.3% | +31.7% |
| 3Y | -8.4% | -9.7% | +1.4% | -27.2% |
| 5Y | +53.2% | -85.5% | +138.7% | +53.1% |
| 10Y | -17.2% | +66.7% | -83.9% | -52.6% |
| All | +0.2% | -34.8% | +34.9% | -40.9% |
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 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