-3.8%
HAL vs DUK
+48.4%
-52.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.8% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +10.9% | +0.2% | +10.6% | +10.9% |
| 3M | -5.8% | -1.9% | -4.0% | -5.9% |
| 6M | +8.1% | -6.5% | +14.6% | +7.6% |
| YTD | +33.2% | +5.4% | +27.8% | +33.5% |
| 1Y | +74.2% | +3.6% | +70.6% | +74.1% |
| All | -3.8% | +48.4% | -52.2% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 3y: compounded portfolio wealth divided by compounded DUK 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…
3y analysis · Full analysis span regression · 6 months rolling