+235.7%
DIA vs HAL
-13.9%
+249.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -0.5% |
| 7D | +2.1% | +6.1% | -4.0% | +0.9% |
| 30D | +1.5% | +2.9% | -1.4% | +0.7% |
| 3M | -2.4% | +3.3% | -5.8% | -3.4% |
| 6M | +6.0% | -16.9% | +22.9% | +9.4% |
| YTD | +10.1% | +21.2% | -11.1% | +4.1% |
| 1Y | +11.8% | +27.5% | -15.7% | +4.5% |
| 3Y | +59.7% | -6.4% | +66.2% | +56.0% |
| 5Y | +57.9% | +58.0% | -0.1% | +30.5% |
| All | +235.7% | -13.9% | +249.6% | +160.4% |
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