+595.7%
HAL vs RVTY
+2,416.7%
-1,820.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +2.9% | +1.1% | +1.8% | +2.6% |
| 30D | +17.0% | +13.2% | +3.8% | +12.7% |
| 3M | -9.7% | +27.2% | -36.9% | -16.5% |
| 6M | +8.6% | +32.4% | -23.8% | -1.9% |
| YTD | +33.0% | +34.9% | -1.9% | +19.0% |
| 1Y | +68.3% | +52.4% | +15.9% | +44.4% |
| 3Y | +0.1% | +12.3% | -12.2% | -8.0% |
| 5Y | +102.6% | -30.8% | +133.4% | +109.7% |
| 10Y | +3.8% | +150.7% | -146.9% | -27.8% |
| All | +595.7% | +2,416.7% | -1,820.9% | +132.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling