+43.3%
HAL vs DOW
-15.9%
+59.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.3% |
| 7D | -1.3% | -6.0% | +4.7% | +3.3% |
| 30D | +10.9% | -2.7% | +13.6% | +13.1% |
| 3M | -5.8% | -10.5% | +4.6% | +1.5% |
| 6M | +8.1% | -12.4% | +20.5% | +15.4% |
| YTD | +33.2% | +30.0% | +3.2% | +1.5% |
| 1Y | +74.2% | +27.8% | +46.4% | +30.5% |
| 3Y | -3.7% | -34.9% | +31.2% | +21.5% |
| 5Y | +111.9% | -35.9% | +147.8% | +169.0% |
| All | +43.3% | -15.9% | +59.3% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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