+207.6%
RSP vs HAL
+2.4%
+205.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -0.8% | +2.9% | -3.7% | -1.5% |
| 30D | -0.3% | +17.0% | -17.4% | -4.2% |
| 3M | +4.3% | -9.7% | +13.9% | +6.4% |
| 6M | +8.8% | +8.6% | +0.2% | +5.6% |
| YTD | +15.3% | +33.0% | -17.7% | +6.1% |
| 1Y | +18.3% | +68.3% | -50.0% | +2.1% |
| 3Y | +52.8% | +0.1% | +52.7% | +46.6% |
| 5Y | +51.7% | +102.6% | -50.9% | +15.3% |
| All | +207.6% | +2.4% | +205.2% | +120.1% |
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 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