-13.7%
HAL vs D
+79.5%
-93.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.1% |
| 7D | -12.0% | +3.0% | -14.9% | -12.2% |
| 30D | +0.3% | +11.5% | -11.2% | -0.7% |
| 3M | -1.6% | +3.7% | -5.3% | -1.9% |
| 6M | -20.5% | +13.5% | -34.0% | -21.7% |
| YTD | +14.2% | +20.7% | -6.5% | +11.3% |
| 1Y | +18.9% | +18.2% | +0.6% | +16.1% |
| 3Y | -13.7% | +73.3% | -87.0% | -20.4% |
| All | -13.7% | +79.5% | -93.3% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 3y: compounded portfolio wealth divided by compounded D 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…
3y analysis · Full analysis span regression · 6 months rolling