+572.1%
HAL vs DLTR
+10,981.5%
-10,409.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.6% | +4.9% | +0.3% |
| 7D | +0.5% | -5.8% | +6.3% | +1.5% |
| 30D | +15.9% | -5.2% | +21.2% | +16.9% |
| 3M | -8.7% | +15.2% | -23.9% | -11.4% |
| 6M | +9.0% | +7.1% | +1.9% | +6.3% |
| YTD | +32.0% | +0.8% | +31.2% | +30.0% |
| 1Y | +72.5% | +24.8% | +47.7% | +62.8% |
| 3Y | -4.5% | +6.9% | -11.5% | -9.8% |
| 5Y | +109.7% | +33.2% | +76.4% | +86.9% |
| 10Y | +1.2% | +51.6% | -50.4% | -13.5% |
| All | +572.1% | +10,981.5% | -10,409.4% | +219.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling