+111.9%
HAL vs DLTR
+27.2%
+84.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.5% | +1.6% |
| 7D | -1.3% | -10.2% | +8.9% | +0.3% |
| 30D | +10.9% | -8.5% | +19.4% | +12.3% |
| 3M | -5.8% | +5.6% | -11.4% | -7.1% |
| 6M | +8.1% | +2.2% | +5.9% | +6.7% |
| YTD | +33.2% | -3.8% | +37.0% | +32.8% |
| 1Y | +74.2% | +22.9% | +51.2% | +64.8% |
| 3Y | -3.7% | +2.0% | -5.7% | -7.9% |
| 5Y | +111.9% | +29.8% | +82.1% | +108.3% |
| All | +111.9% | +27.2% | +84.7% | +108.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling