-4.5%
HAL vs DINO
+106.4%
-111.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -2.1% |
| 7D | +0.5% | +4.2% | -3.7% | -1.6% |
| 30D | +15.9% | +33.9% | -17.9% | 0.0% |
| 3M | -8.7% | +50.5% | -59.3% | -26.4% |
| 6M | +9.0% | +95.2% | -86.1% | -23.9% |
| YTD | +32.0% | +140.6% | -108.5% | -19.6% |
| 1Y | +72.5% | +119.0% | -46.5% | +10.4% |
| 3Y | -4.5% | +100.4% | -104.9% | -42.8% |
| All | -4.5% | +106.4% | -111.0% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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