-3.8%
HAL vs DLTR
+1.6%
-5.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.5% | +1.4% |
| 7D | -1.3% | -10.2% | +8.9% | -0.2% |
| 30D | +10.9% | -8.5% | +19.4% | +11.8% |
| 3M | -5.8% | +5.6% | -11.4% | -6.8% |
| 6M | +8.1% | +2.2% | +5.9% | +7.3% |
| YTD | +33.2% | -3.8% | +37.0% | +33.3% |
| 1Y | +74.2% | +22.9% | +51.2% | +67.0% |
| All | -3.8% | +1.6% | -5.4% | -10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling