-16.8%
HAL vs RVTY
+219.6%
-236.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.9% | +3.5% |
| 7D | -0.2% | -0.7% | +0.5% | 0.0% |
| 30D | +1.0% | +1.7% | -0.7% | +0.1% |
| 3M | -2.1% | +36.8% | -38.9% | -12.9% |
| 6M | -17.5% | +60.1% | -77.6% | -31.3% |
| YTD | +18.1% | +64.0% | -45.8% | -4.1% |
| 1Y | +19.7% | +68.2% | -48.5% | -4.0% |
| 3Y | -7.9% | +88.8% | -96.7% | -31.9% |
| 5Y | +53.1% | -10.5% | +63.6% | +47.2% |
| 10Y | -16.8% | +219.7% | -236.5% | -57.8% |
| All | -16.8% | +219.6% | -236.3% | -57.8% |
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