-14.9%
HAL vs DRI
+331.7%
-346.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.9% |
| 7D | +6.1% | +1.1% | +5.0% | +5.5% |
| 30D | +2.9% | +9.7% | -6.8% | -2.1% |
| 3M | +3.3% | +3.2% | +0.2% | +0.8% |
| 6M | -16.9% | +20.6% | -37.5% | -26.0% |
| YTD | +21.2% | +28.3% | -7.1% | +2.9% |
| 1Y | +27.5% | +34.5% | -7.0% | +5.3% |
| 3Y | -6.4% | +66.5% | -73.0% | -33.5% |
| 5Y | +58.0% | +79.6% | -21.6% | +3.8% |
| All | -14.9% | +331.7% | -346.6% | -63.1% |
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