+1,107.4%
DIA vs HAL
+113.3%
+994.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.0% | +2.1% |
| 7D | +0.8% | -7.9% | +8.7% | +2.4% |
| 30D | +1.4% | -2.1% | +3.5% | +1.7% |
| 3M | -2.7% | +0.4% | -3.1% | -3.1% |
| 6M | +6.2% | -19.2% | +25.5% | +10.2% |
| YTD | +10.1% | +14.4% | -4.3% | +5.8% |
| 1Y | +13.0% | +18.0% | -5.0% | +7.7% |
| 3Y | +61.9% | -9.7% | +71.6% | +59.5% |
| 5Y | +57.1% | +40.1% | +16.9% | +36.0% |
| 10Y | +240.9% | -19.1% | +260.0% | +191.6% |
| All | +1,107.4% | +113.3% | +994.1% | +587.0% |
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