+68.3%
HAL vs DT
+4.0%
+64.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.7% |
| 7D | +2.9% | -3.3% | +6.2% | +2.8% |
| 30D | +17.0% | +2.0% | +15.0% | +17.2% |
| 3M | -9.7% | +20.0% | -29.7% | -8.9% |
| 6M | +8.6% | +39.3% | -30.7% | +9.7% |
| YTD | +33.0% | +19.8% | +13.2% | +33.9% |
| 1Y | +68.3% | +4.3% | +64.0% | +67.9% |
| All | +68.3% | +4.0% | +64.3% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 1y: compounded portfolio wealth divided by compounded DT 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…
1y analysis · Full analysis span regression · 6 months rolling