+61,491.1%
DHR vs HAL
+516.7%
+60,974.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.3% |
| 7D | +2.6% | +2.6% | -0.1% | +2.1% |
| 30D | +4.2% | -0.1% | +4.3% | +4.1% |
| 3M | +13.0% | -1.1% | +14.1% | +13.0% |
| 6M | +40.2% | -20.7% | +60.9% | +45.1% |
| YTD | +2.0% | +17.5% | -15.5% | -1.6% |
| 1Y | +6.6% | +24.1% | -17.5% | +1.8% |
| 3Y | +19.9% | -8.4% | +28.3% | +18.6% |
| 5Y | -11.7% | +53.2% | -65.0% | -22.4% |
| 10Y | +240.6% | -17.2% | +257.8% | +197.6% |
| All | +61,491.1% | +516.7% | +60,974.4% | +32,943.1% |
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 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