+595.7%
HAL vs DTE
+3,490.8%
-2,895.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.2% |
| 7D | +2.9% | +0.2% | +2.8% | +2.8% |
| 30D | +17.0% | -2.6% | +19.6% | +18.7% |
| 3M | -9.7% | -3.9% | -5.8% | -7.9% |
| 6M | +8.6% | -7.9% | +16.5% | +13.0% |
| YTD | +33.0% | +7.2% | +25.8% | +25.8% |
| 1Y | +68.3% | +3.1% | +65.2% | +62.6% |
| 3Y | +0.1% | +47.6% | -47.5% | -24.4% |
| 5Y | +102.6% | +32.7% | +69.9% | +61.3% |
| 10Y | +3.8% | +138.8% | -134.9% | -40.0% |
| All | +595.7% | +3,490.8% | -2,895.0% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 all: compounded portfolio wealth divided by compounded DTE 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…
all analysis · Full analysis span regression · 6 months rolling