-19.1%
HAL vs DRI
+370.8%
-389.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.6% |
| 7D | -7.9% | +3.1% | -11.0% | -9.4% |
| 30D | -2.1% | +16.2% | -18.3% | -9.6% |
| 3M | +0.4% | +8.4% | -7.9% | -4.5% |
| 6M | -19.2% | +19.0% | -38.2% | -27.6% |
| YTD | +14.4% | +28.8% | -14.5% | -3.1% |
| 1Y | +18.0% | +33.1% | -15.2% | -2.1% |
| 3Y | -9.7% | +70.8% | -80.5% | -36.7% |
| 5Y | +40.1% | +74.2% | -34.1% | -6.1% |
| 10Y | -19.1% | +345.5% | -364.6% | -65.2% |
| All | -19.1% | +370.8% | -389.9% | -65.2% |
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