+518.0%
HAL vs DE
+14,844.7%
-14,326.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.8% | +3.1% |
| 7D | -0.2% | +2.3% | -2.5% | -1.3% |
| 30D | +1.0% | +9.3% | -8.3% | -3.4% |
| 3M | -2.1% | +12.2% | -14.3% | -8.1% |
| 6M | -17.5% | +18.1% | -35.6% | -25.2% |
| YTD | +18.1% | +49.8% | -31.6% | -6.2% |
| 1Y | +19.7% | +46.4% | -26.7% | -4.1% |
| 3Y | -7.9% | +92.5% | -100.4% | -36.5% |
| 5Y | +53.1% | +107.4% | -54.3% | +0.8% |
| 10Y | -16.8% | +784.1% | -800.8% | -70.6% |
| All | +518.0% | +14,844.7% | -14,326.7% | +1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling