+170.5%
GM vs HAL
-7.8%
+178.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.4% |
| 7D | -2.4% | -3.3% | +0.9% | -1.6% |
| 30D | -1.1% | +8.2% | -9.3% | -3.3% |
| 3M | +6.1% | -9.4% | +15.6% | +8.8% |
| 6M | +15.0% | +0.6% | +14.3% | +12.6% |
| YTD | +6.0% | +28.6% | -22.6% | -5.0% |
| 1Y | +47.1% | +63.9% | -16.8% | +20.4% |
| 3Y | +170.5% | -7.1% | +177.6% | +149.0% |
| All | +170.5% | -7.8% | +178.3% | +149.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling