-18.6%
HAL vs DPZ
+123.5%
-142.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | 0.0% |
| 7D | -12.0% | +6.6% | -18.5% | -12.7% |
| 30D | +0.3% | +10.3% | -10.0% | -0.9% |
| 3M | -1.6% | -6.2% | +4.6% | -1.1% |
| 6M | -20.5% | +4.2% | -24.7% | -21.3% |
| YTD | +14.2% | -18.4% | +32.6% | +16.5% |
| 1Y | +18.9% | -14.9% | +33.8% | +20.5% |
| 3Y | -13.7% | -4.6% | -9.1% | -14.4% |
| 5Y | +42.2% | -27.4% | +69.6% | +43.2% |
| All | -18.6% | +123.5% | -142.0% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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