+105.3%
HAL vs DECK
+25.5%
+79.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.1% | -0.8% |
| 7D | +2.9% | -2.2% | +5.2% | +3.3% |
| 30D | +17.0% | -13.6% | +30.6% | +19.6% |
| 3M | -9.7% | -21.2% | +11.6% | -6.5% |
| 6M | +8.6% | -21.1% | +29.7% | +11.8% |
| YTD | +33.0% | -17.2% | +50.2% | +35.2% |
| 1Y | +68.3% | -30.7% | +99.1% | +75.8% |
| 3Y | +0.1% | -3.4% | +3.5% | -5.7% |
| All | +105.3% | +25.5% | +79.7% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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