-2.5%
HAL vs D
+56.9%
-59.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | +2.9% | +0.4% | +2.5% | +2.9% |
| 30D | +17.0% | -3.6% | +20.6% | +17.5% |
| 3M | -9.7% | -1.0% | -8.7% | -9.6% |
| 6M | +8.6% | +6.3% | +2.3% | +7.6% |
| YTD | +33.0% | +14.7% | +18.3% | +30.3% |
| 1Y | +68.3% | +16.9% | +51.4% | +64.1% |
| All | -2.5% | +56.9% | -59.4% | -7.9% |
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