+47.5%
HAL vs DOW
-30.8%
+78.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.9% |
| 7D | -7.9% | -9.4% | +1.5% | -2.6% |
| 30D | -2.1% | +8.9% | -11.0% | -6.8% |
| 3M | +0.4% | +6.7% | -6.3% | -3.4% |
| 6M | -19.2% | -14.2% | -5.1% | -12.7% |
| YTD | +14.4% | +36.9% | -22.6% | -9.5% |
| 1Y | +18.0% | +45.8% | -27.8% | -10.8% |
| 3Y | -9.7% | -23.9% | +14.2% | +2.2% |
| All | +47.5% | -30.8% | +78.3% | +81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling