+109.7%
HAL vs DBX
+7.2%
+102.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.1% |
| 7D | +0.5% | -1.3% | +1.8% | +0.7% |
| 30D | +15.9% | -2.9% | +18.8% | +16.4% |
| 3M | -8.7% | +23.8% | -32.6% | -13.7% |
| 6M | +9.0% | +26.2% | -17.2% | +1.8% |
| YTD | +32.0% | +21.6% | +10.4% | +24.3% |
| 1Y | +72.5% | +11.4% | +61.0% | +65.7% |
| 3Y | -4.5% | +21.3% | -25.8% | -13.5% |
| 5Y | +109.7% | +6.7% | +103.0% | +81.7% |
| All | +109.7% | +7.2% | +102.5% | +81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling