-28.0%
DHR vs HAL
+99.2%
-127.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -3.6% | -3.3% | -0.3% | -3.1% |
| 30D | -2.7% | +8.2% | -10.9% | -3.9% |
| 3M | +10.9% | -9.4% | +20.4% | +12.4% |
| 6M | +3.0% | +0.6% | +2.4% | +2.3% |
| YTD | -12.2% | +28.6% | -40.8% | -16.3% |
| 1Y | +3.3% | +63.9% | -60.6% | -5.5% |
| 3Y | -8.2% | -7.1% | -1.1% | -12.3% |
| All | -28.0% | +99.2% | -127.2% | -27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling