-5.2%
HAL vs DBX
+19.3%
-24.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.2% |
| 7D | -1.3% | +0.3% | -1.6% | -1.5% |
| 30D | +10.9% | 0.0% | +10.9% | +10.5% |
| 3M | -5.8% | +26.1% | -32.0% | -12.7% |
| 6M | +8.1% | +29.4% | -21.2% | -1.6% |
| YTD | +33.2% | +24.4% | +8.8% | +22.4% |
| 1Y | +74.2% | +10.9% | +63.3% | +65.2% |
| 3Y | -3.7% | +24.1% | -27.8% | -14.6% |
| 5Y | +111.9% | +7.8% | +104.1% | +91.2% |
| All | -5.2% | +19.3% | -24.5% | -30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling