+25.6%
HAL vs DLTR
+45.2%
-19.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +9.6% | -12.8% | -2.6% |
| 7D | -7.7% | +15.6% | -23.3% | -7.0% |
| 30D | +0.7% | +29.9% | -29.2% | +1.7% |
| 3M | +2.5% | +12.5% | -10.0% | +3.2% |
| 6M | -20.7% | +56.3% | -77.0% | -20.7% |
| YTD | +18.4% | +19.5% | -1.1% | +22.2% |
| 1Y | +25.6% | +44.0% | -18.4% | +23.9% |
| All | +25.6% | +45.2% | -19.6% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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