+54,893.9%
DHR vs HAL
+597.8%
+54,296.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -3.9% | +2.9% | -6.8% | -4.4% |
| 30D | +4.0% | +17.0% | -13.0% | +1.2% |
| 3M | +11.5% | -9.7% | +21.1% | +13.1% |
| 6M | +1.9% | +8.6% | -6.8% | -0.2% |
| YTD | -8.9% | +33.0% | -41.9% | -13.9% |
| 1Y | +5.1% | +68.3% | -63.2% | -4.8% |
| 3Y | -10.3% | +0.1% | -10.4% | -12.7% |
| 5Y | -27.8% | +102.6% | -130.4% | -39.6% |
| 10Y | +203.6% | +3.8% | +199.8% | +155.0% |
| All | +54,893.9% | +597.8% | +54,296.1% | +28,834.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling