-68.1%
RGTI vs HAL
+25.6%
-93.7%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.3% | +1.4% |
| 7D | -9.6% | -7.7% | -1.9% | -8.9% |
| 30D | -26.0% | +0.7% | -26.7% | -25.9% |
| 3M | -35.8% | +2.5% | -38.2% | -36.2% |
| 6M | -36.7% | -20.7% | -16.0% | -33.6% |
| YTD | -49.4% | +18.4% | -67.8% | -61.5% |
| 1Y | -68.1% | +25.6% | -93.7% | -78.1% |
| All | -68.1% | +25.6% | -93.7% | -78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling