+103.6%
HAL vs DGX
+59.5%
+44.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.0% | -2.8% |
| 7D | -3.3% | -3.5% | +0.2% | -3.1% |
| 30D | +7.2% | -2.7% | +9.9% | +7.3% |
| 3M | -8.8% | +13.9% | -22.7% | -9.4% |
| 6M | +3.0% | +16.0% | -13.0% | +2.2% |
| YTD | +29.4% | +34.9% | -5.5% | +26.8% |
| 1Y | +62.8% | +30.6% | +32.3% | +59.7% |
| 3Y | -6.4% | +93.0% | -99.4% | -13.2% |
| 5Y | +103.6% | +64.4% | +39.2% | +81.1% |
| All | +103.6% | +59.5% | +44.1% | +81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling