+1.2%
HAL vs RVTY
+140.1%
-138.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | +0.1% |
| 7D | +0.5% | +0.4% | +0.1% | +0.3% |
| 30D | +15.9% | +10.8% | +5.1% | +11.7% |
| 3M | -8.7% | +26.8% | -35.5% | -16.9% |
| 6M | +9.0% | +39.3% | -30.3% | -5.4% |
| YTD | +32.0% | +31.6% | +0.4% | +16.4% |
| 1Y | +72.5% | +47.7% | +24.8% | +44.2% |
| 3Y | -4.5% | +19.9% | -24.5% | -16.3% |
| 5Y | +109.7% | -32.3% | +142.0% | +126.1% |
| 10Y | +1.2% | +138.4% | -137.2% | -48.4% |
| All | +1.2% | +140.1% | -138.9% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling