+105.3%
HAL vs D
+5.6%
+99.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +2.9% | +1.5% | +1.5% | +2.6% |
| 30D | +17.0% | -2.6% | +19.6% | +17.6% |
| 3M | -9.7% | 0.0% | -9.7% | -9.7% |
| 6M | +8.6% | +7.4% | +1.3% | +6.7% |
| YTD | +33.0% | +15.9% | +17.1% | +28.3% |
| 1Y | +68.3% | +18.1% | +50.2% | +61.2% |
| 3Y | +0.1% | +58.4% | -58.3% | -12.1% |
| All | +105.3% | +5.6% | +99.7% | +107.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling