-4.5%
HAL vs DKS
+28.7%
-33.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.1% | +0.2% |
| 7D | +0.5% | -0.4% | +0.9% | +0.5% |
| 30D | +15.9% | -36.6% | +52.5% | +25.6% |
| 3M | -8.7% | -37.6% | +28.9% | -1.2% |
| 6M | +9.0% | -32.1% | +41.1% | +14.4% |
| YTD | +32.0% | -32.3% | +64.3% | +38.4% |
| 1Y | +72.5% | -39.5% | +111.9% | +85.8% |
| 3Y | -4.5% | +27.7% | -32.2% | -10.9% |
| All | -4.5% | +28.7% | -33.2% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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