+25.6%
HAL vs DBX
+22.5%
+3.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.3% | -6.4% | -3.0% |
| 7D | -7.7% | -1.1% | -6.6% | -7.7% |
| 30D | +0.7% | +5.0% | -4.4% | +0.9% |
| 3M | +2.5% | +4.6% | -2.2% | +2.8% |
| 6M | -20.7% | +43.9% | -64.6% | -19.3% |
| YTD | +18.4% | +29.9% | -11.5% | +19.9% |
| 1Y | +25.6% | +24.6% | +1.0% | +27.1% |
| All | +25.6% | +22.5% | +3.0% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 1y: compounded portfolio wealth divided by compounded DBX 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…
1y analysis · Full analysis span regression · 6 months rolling