+211.0%
RSP vs HAL
-13.9%
+224.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.5% |
| 7D | +2.4% | +6.1% | -3.7% | +0.9% |
| 30D | +4.3% | +2.9% | +1.4% | +3.4% |
| 3M | -0.3% | +3.3% | -3.7% | -1.5% |
| 6M | +9.8% | -16.9% | +26.7% | +13.9% |
| YTD | +16.8% | +21.2% | -4.3% | +9.7% |
| 1Y | +19.5% | +27.5% | -8.1% | +10.7% |
| 3Y | +65.1% | -6.4% | +71.6% | +61.0% |
| 5Y | +48.7% | +58.0% | -9.3% | +20.8% |
| All | +211.0% | -13.9% | +224.9% | +135.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling