+17.0%
RSP vs HAL
+70.0%
-53.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -1.0% |
| 7D | -0.4% | +0.5% | -0.9% | -0.4% |
| 30D | -1.5% | +15.9% | -17.5% | -2.2% |
| 3M | +4.8% | -8.7% | +13.5% | +5.6% |
| 6M | +10.3% | +9.0% | +1.2% | +8.9% |
| YTD | +14.1% | +32.0% | -18.0% | +10.4% |
| 1Y | +17.0% | +72.5% | -55.4% | +11.5% |
| All | +17.0% | +70.0% | -53.0% | +11.5% |
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