+204.4%
RSP vs HAL
+1.7%
+202.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -0.4% | +0.5% | -0.9% | -0.5% |
| 30D | -1.5% | +15.9% | -17.5% | -5.1% |
| 3M | +4.8% | -8.7% | +13.5% | +6.7% |
| 6M | +10.3% | +9.0% | +1.2% | +6.9% |
| YTD | +14.1% | +32.0% | -18.0% | +5.2% |
| 1Y | +17.0% | +72.5% | -55.4% | +0.4% |
| 3Y | +54.2% | -4.5% | +58.7% | +49.7% |
| 5Y | +51.5% | +109.7% | -58.2% | +14.1% |
| 10Y | +204.4% | +1.2% | +203.2% | +118.2% |
| All | +204.4% | +1.7% | +202.7% | +118.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling