+2.9%
HAL vs DOC
-2.1%
+4.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.3% |
| 7D | +2.9% | -1.5% | +4.4% | +3.7% |
| 30D | +17.0% | -4.8% | +21.8% | +19.4% |
| 3M | -9.7% | +6.9% | -16.5% | -13.2% |
| 6M | +8.6% | +20.7% | -12.1% | -3.4% |
| YTD | +33.0% | +34.1% | -1.2% | +11.6% |
| 1Y | +68.3% | +22.6% | +45.7% | +47.3% |
| 3Y | +0.1% | +20.8% | -20.7% | -14.0% |
| 5Y | +102.6% | -24.9% | +127.5% | +124.2% |
| All | +2.9% | -2.1% | +4.9% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling