-14.9%
HAL vs GAP
+1.5%
-16.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +4.0% | +3.4% |
| 7D | +6.1% | -1.9% | +8.0% | +6.6% |
| 30D | +2.9% | -7.1% | +10.0% | +4.6% |
| 3M | +3.3% | +4.1% | -0.8% | +0.9% |
| 6M | -16.9% | +1.9% | -18.8% | -19.4% |
| YTD | +21.2% | -15.2% | +36.4% | +22.3% |
| 1Y | +27.5% | -10.6% | +38.2% | +26.2% |
| 3Y | -6.4% | +74.6% | -81.0% | -33.5% |
| 5Y | +58.0% | +3.7% | +54.3% | +23.7% |
| All | -14.9% | +1.5% | -16.4% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 10y: compounded portfolio wealth divided by compounded GAP 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…
10y analysis · Full analysis span regression · 6 months rolling