+2.6%
HAL vs DHI
+414.5%
-412.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.2% |
| 7D | -3.3% | -3.4% | +0.1% | -2.2% |
| 30D | +8.2% | -5.4% | +13.6% | +10.0% |
| 3M | -9.4% | -10.4% | +1.0% | -6.9% |
| 6M | +0.6% | -2.8% | +3.4% | -0.6% |
| YTD | +28.6% | -3.4% | +32.0% | +26.8% |
| 1Y | +63.9% | -22.9% | +86.8% | +74.8% |
| 3Y | -7.1% | +20.7% | -27.8% | -21.5% |
| 5Y | +102.3% | +62.1% | +40.2% | +41.4% |
| All | +2.6% | +414.5% | -412.0% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling