+1.2%
HAL vs DRI
+350.3%
-349.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +0.2% |
| 7D | +0.5% | -1.2% | +1.7% | +1.1% |
| 30D | +15.9% | -0.4% | +16.3% | +15.9% |
| 3M | -8.7% | +9.5% | -18.2% | -13.7% |
| 6M | +9.0% | +6.5% | +2.6% | +3.5% |
| YTD | +32.0% | +18.4% | +13.6% | +17.7% |
| 1Y | +72.5% | +4.2% | +68.2% | +63.5% |
| 3Y | -4.5% | +57.1% | -61.6% | -29.8% |
| 5Y | +109.7% | +70.4% | +39.3% | +42.0% |
| 10Y | +1.2% | +354.0% | -352.8% | -56.2% |
| All | +1.2% | +350.3% | -349.1% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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