-7.1%
HAL vs DGX
+96.4%
-103.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.6% |
| 7D | -3.3% | -0.9% | -2.4% | -3.4% |
| 30D | +8.2% | -1.2% | +9.3% | +8.1% |
| 3M | -9.4% | +15.8% | -25.2% | -9.0% |
| 6M | +0.6% | +18.2% | -17.5% | +1.2% |
| YTD | +28.6% | +37.2% | -8.6% | +29.1% |
| 1Y | +63.9% | +30.4% | +33.5% | +64.5% |
| 3Y | -7.1% | +96.7% | -103.8% | -7.0% |
| All | -7.1% | +96.4% | -103.6% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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