+3.2%
HAL vs DE
+867.0%
-863.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | -3.3% | -2.4% | -0.9% | -1.6% |
| 30D | +7.2% | +9.7% | -2.5% | -0.1% |
| 3M | -8.8% | +21.4% | -30.2% | -21.9% |
| 6M | +3.0% | +15.0% | -12.0% | -9.9% |
| YTD | +29.4% | +46.4% | -17.0% | -7.1% |
| 1Y | +62.8% | +45.6% | +17.2% | +16.4% |
| 3Y | -6.4% | +76.8% | -83.2% | -44.5% |
| 5Y | +103.6% | +99.4% | +4.2% | +3.8% |
| All | +3.2% | +867.0% | -863.8% | -80.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling