-9.7%
HAL vs DG
+21.7%
-31.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | +0.2% |
| 7D | -7.9% | +0.7% | -8.6% | -7.8% |
| 30D | -2.1% | +7.4% | -9.5% | -1.8% |
| 3M | +0.4% | +8.5% | -8.1% | +0.8% |
| 6M | -19.2% | +21.9% | -41.1% | -18.7% |
| YTD | +14.4% | +4.9% | +9.4% | +15.1% |
| 1Y | +18.0% | +40.4% | -22.4% | +19.8% |
| 3Y | -9.7% | +23.5% | -33.2% | -11.8% |
| All | -9.7% | +21.7% | -31.3% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 3y: compounded portfolio wealth divided by compounded DG 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…
3y analysis · Full analysis span regression · 6 months rolling