+68.3%
HAL vs DE
+49.4%
+18.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +2.9% | +10.0% | -7.1% | +2.0% |
| 30D | +17.0% | +13.3% | +3.7% | +15.6% |
| 3M | -9.7% | +17.5% | -27.2% | -11.3% |
| 6M | +8.6% | +13.6% | -4.9% | +7.3% |
| YTD | +33.0% | +49.8% | -16.8% | +25.8% |
| 1Y | +68.3% | +47.9% | +20.4% | +58.4% |
| All | +68.3% | +49.4% | +18.9% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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