+875.3%
HAL vs DHI
+12,596.5%
-11,721.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -1.3% | -2.3% | +1.0% | -0.8% |
| 30D | +10.9% | -5.3% | +16.2% | +12.1% |
| 3M | -5.8% | -7.8% | +1.9% | -4.8% |
| 6M | +8.1% | -5.4% | +13.5% | +8.1% |
| YTD | +33.2% | -2.7% | +35.9% | +32.1% |
| 1Y | +74.2% | -21.0% | +95.1% | +80.5% |
| 3Y | -3.7% | +22.2% | -25.9% | -11.9% |
| 5Y | +111.9% | +62.2% | +49.7% | +76.9% |
| 10Y | +7.4% | +414.3% | -406.9% | -30.8% |
| All | +875.3% | +12,596.5% | -11,721.2% | +329.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling