+595.7%
HAL vs DOC
+2,974.4%
-2,378.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.1% |
| 7D | +2.9% | -1.5% | +4.4% | +3.5% |
| 30D | +17.0% | -4.8% | +21.8% | +19.0% |
| 3M | -9.7% | +6.9% | -16.5% | -12.5% |
| 6M | +8.6% | +20.7% | -12.1% | -1.2% |
| YTD | +33.0% | +34.1% | -1.2% | +15.7% |
| 1Y | +68.3% | +22.6% | +45.7% | +51.3% |
| 3Y | +0.1% | +20.8% | -20.7% | -11.2% |
| 5Y | +102.6% | -24.9% | +127.5% | +115.5% |
| 10Y | +3.8% | -1.8% | +5.6% | -2.1% |
| All | +595.7% | +2,974.4% | -2,378.6% | +232.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling