+62.8%
HAL vs DLTR
+21.9%
+40.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -3.3% | -9.4% | +6.2% | -3.3% |
| 30D | +7.2% | -7.3% | +14.6% | +7.2% |
| 3M | -8.8% | +7.6% | -16.4% | -9.1% |
| 6M | +3.0% | +1.6% | +1.4% | +4.6% |
| YTD | +29.4% | -3.5% | +32.9% | +32.1% |
| 1Y | +62.8% | +20.0% | +42.8% | +54.9% |
| All | +62.8% | +21.9% | +40.9% | +54.9% |
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