+72.5%
HAL vs DLR
+20.4%
+52.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | +0.5% | +3.4% | -2.9% | +0.2% |
| 30D | +15.9% | -2.2% | +18.2% | +16.1% |
| 3M | -8.7% | +4.7% | -13.4% | -9.1% |
| 6M | +9.0% | +9.0% | 0.0% | +7.0% |
| YTD | +32.0% | +24.1% | +7.9% | +24.6% |
| 1Y | +72.5% | +20.9% | +51.5% | +65.7% |
| All | +72.5% | +20.4% | +52.1% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 1y: compounded portfolio wealth divided by compounded DLR 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…
1y analysis · Full analysis span regression · 6 months rolling