+498.3%
HAL vs DLTR
+12,520.8%
-12,022.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.3% |
| 7D | +2.6% | +2.4% | +0.2% | +2.2% |
| 30D | -0.1% | +21.5% | -21.6% | -3.8% |
| 3M | -1.1% | +9.8% | -11.0% | -3.4% |
| 6M | -20.7% | +58.6% | -79.4% | -28.1% |
| YTD | +17.5% | +14.8% | +2.7% | +12.5% |
| 1Y | +24.1% | +33.0% | -8.9% | +15.5% |
| 3Y | -8.4% | +23.8% | -32.2% | -16.0% |
| 5Y | +53.2% | +24.9% | +28.3% | +38.0% |
| 10Y | -17.2% | +81.6% | -98.8% | -31.6% |
| All | +498.3% | +12,520.8% | -12,022.5% | +176.7% |
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