+606.9%
GEV vs HAL
+0.1%
+606.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | 0.0% | -2.0% |
| 7D | -1.9% | -3.3% | +1.4% | -1.0% |
| 30D | -8.7% | +7.2% | -15.9% | -10.6% |
| 3M | +6.6% | -8.8% | +15.4% | +9.1% |
| 6M | +10.2% | +3.0% | +7.2% | +8.0% |
| YTD | +41.6% | +29.4% | +12.2% | +28.3% |
| 1Y | +43.9% | +62.8% | -18.9% | +19.3% |
| All | +606.9% | +0.1% | +606.8% | +596.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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