+499.1%
HAL vs D
+2,488.7%
-1,989.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | -11.1% | +6.9% | -18.0% | -14.2% |
| 30D | -2.4% | +12.3% | -14.8% | -8.4% |
| 3M | +0.8% | +3.0% | -2.3% | -1.3% |
| 6M | -22.8% | +12.8% | -35.6% | -28.2% |
| YTD | +14.5% | +22.6% | -8.0% | +1.5% |
| 1Y | +20.2% | +21.7% | -1.5% | +6.5% |
| 3Y | -15.2% | +83.9% | -99.1% | -41.9% |
| 5Y | +42.5% | +14.0% | +28.6% | +24.4% |
| 10Y | -16.5% | +45.6% | -62.1% | -40.4% |
| All | +499.1% | +2,488.7% | -1,989.6% | +22.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling