+48.4%
HAL vs DECK
+31.2%
+17.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.0% | -9.1% | -4.1% |
| 7D | -7.7% | +10.4% | -18.1% | -9.2% |
| 30D | +0.7% | +11.1% | -10.4% | -1.2% |
| 3M | +2.5% | -10.8% | +13.2% | +4.1% |
| 6M | -20.7% | -8.7% | -11.9% | -20.3% |
| YTD | +18.4% | -14.0% | +32.4% | +19.4% |
| 1Y | +25.6% | +12.0% | +13.5% | +20.0% |
| 3Y | -12.3% | -10.5% | -1.8% | -16.9% |
| 5Y | +48.4% | +28.5% | +19.9% | +35.6% |
| All | +48.4% | +31.2% | +17.1% | +35.6% |
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