+74.2%
HAL vs DOW
+29.4%
+44.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | -1.3% | -6.0% | +4.7% | +0.7% |
| 30D | +10.9% | -2.7% | +13.6% | +12.0% |
| 3M | -5.8% | -10.5% | +4.6% | -2.7% |
| 6M | +8.1% | -12.4% | +20.5% | +12.9% |
| YTD | +33.2% | +30.0% | +3.2% | +23.4% |
| 1Y | +74.2% | +27.8% | +46.4% | +56.4% |
| All | +74.2% | +29.4% | +44.8% | +56.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling