+42.5%
HAL vs DOC
-22.1%
+64.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.0% | -3.2% |
| 7D | -11.1% | +6.2% | -17.3% | -12.6% |
| 30D | -2.4% | +6.5% | -8.9% | -4.3% |
| 3M | +0.8% | -6.2% | +7.0% | +2.3% |
| 6M | -22.8% | +25.6% | -48.4% | -29.4% |
| YTD | +14.5% | +32.1% | -17.6% | +2.1% |
| 1Y | +20.2% | +20.3% | -0.1% | +11.1% |
| 3Y | -15.2% | +42.7% | -57.9% | -27.9% |
| 5Y | +42.5% | -22.2% | +64.7% | +60.3% |
| All | +42.5% | -22.1% | +64.6% | +60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling