+1,129.1%
DIA vs HAL
+148.1%
+981.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.2% | +2.9% | -3.1% | -0.8% |
| 30D | -1.5% | +17.0% | -18.6% | -4.8% |
| 3M | +3.8% | -9.7% | +13.4% | +5.5% |
| 6M | +10.3% | +8.6% | +1.6% | +7.6% |
| YTD | +12.1% | +33.0% | -20.9% | +4.6% |
| 1Y | +18.6% | +68.3% | -49.7% | +4.9% |
| 3Y | +60.6% | +0.1% | +60.5% | +55.0% |
| 5Y | +64.4% | +102.6% | -38.2% | +31.8% |
| 10Y | +250.1% | +3.8% | +246.3% | +185.0% |
| All | +1,129.1% | +148.1% | +981.0% | +579.6% |
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