-3.8%
HAL vs RVMD
+549.6%
-553.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -1.3% | -0.7% | -0.6% | -1.3% |
| 30D | +10.9% | +0.3% | +10.5% | +10.8% |
| 3M | -5.8% | +38.9% | -44.7% | -8.4% |
| 6M | +8.1% | +108.1% | -100.0% | +1.0% |
| YTD | +33.2% | +160.7% | -127.5% | +21.4% |
| 1Y | +74.2% | +407.3% | -333.1% | +47.7% |
| All | -3.8% | +549.6% | -553.4% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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