+17.3%
HAL vs CG
-19.2%
+36.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.4% | 0.0% |
| 7D | -6.5% | +2.0% | -8.4% | -6.6% |
| 30D | -2.1% | +8.5% | -10.7% | -2.6% |
| 3M | -4.9% | -12.1% | +7.3% | -4.1% |
| 6M | -19.3% | -16.4% | -2.9% | -17.9% |
| YTD | +14.3% | -28.0% | +42.3% | +19.5% |
| 1Y | +17.3% | -18.9% | +36.2% | +16.2% |
| All | +17.3% | -19.2% | +36.5% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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