+652.2%
RGTI vs HAL
-7.8%
+660.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.0% |
| 7D | +0.5% | -3.3% | +3.8% | +1.7% |
| 30D | -17.1% | +8.2% | -25.3% | -19.9% |
| 3M | -26.0% | -9.4% | -16.5% | -23.4% |
| 6M | -9.9% | +0.6% | -10.5% | -12.6% |
| YTD | -31.1% | +28.6% | -59.6% | -41.1% |
| 1Y | -8.5% | +63.9% | -72.4% | -31.5% |
| 3Y | +652.2% | -7.1% | +659.3% | +541.4% |
| All | +652.2% | -7.8% | +660.1% | +541.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling