+39.7%
HAL vs DRI
+74.0%
-34.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | 0.0% |
| 7D | -12.0% | +2.8% | -14.8% | -12.6% |
| 30D | +0.3% | +13.3% | -13.0% | -2.9% |
| 3M | -1.6% | +8.2% | -9.8% | -3.9% |
| 6M | -20.5% | +17.5% | -38.0% | -24.5% |
| YTD | +14.2% | +26.9% | -12.7% | +4.9% |
| 1Y | +18.9% | +31.6% | -12.7% | +7.6% |
| 3Y | -13.7% | +67.0% | -80.7% | -28.0% |
| All | +39.7% | +74.0% | -34.3% | +21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling