+309.6%
HAL vs DGX
+8,796.3%
-8,486.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | +0.5% | -0.3% | +0.8% | +0.6% |
| 30D | +15.9% | -1.2% | +17.1% | +16.3% |
| 3M | -8.7% | +19.9% | -28.6% | -14.0% |
| 6M | +9.0% | +19.2% | -10.2% | +2.5% |
| YTD | +32.0% | +37.5% | -5.5% | +18.3% |
| 1Y | +72.5% | +31.3% | +41.2% | +56.2% |
| 3Y | -4.5% | +96.6% | -101.2% | -25.3% |
| 5Y | +109.7% | +64.3% | +45.4% | +71.0% |
| 10Y | +1.2% | +241.1% | -239.9% | -35.8% |
| All | +309.6% | +8,796.3% | -8,486.7% | +44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling