-3.4%
HAL vs DLR
+59.3%
-62.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +2.9% | +1.6% | +1.4% | +2.6% |
| 30D | +17.0% | -3.4% | +20.4% | +17.7% |
| 3M | -9.7% | +0.5% | -10.2% | -10.0% |
| 6M | +8.6% | +4.6% | +4.1% | +6.8% |
| YTD | +33.0% | +23.4% | +9.6% | +25.2% |
| 1Y | +68.3% | +19.0% | +49.3% | +59.5% |
| All | -3.4% | +59.3% | -62.6% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling