+74.2%
HAL vs GAP
-8.8%
+82.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.5% | +1.0% |
| 7D | -1.3% | -3.2% | +1.8% | -1.3% |
| 30D | +10.9% | -0.7% | +11.6% | +10.8% |
| 3M | -5.8% | -0.5% | -5.4% | -5.8% |
| 6M | +8.1% | -5.0% | +13.1% | +7.5% |
| YTD | +33.2% | -14.7% | +47.9% | +34.1% |
| 1Y | +74.2% | -8.6% | +82.8% | +64.4% |
| All | +74.2% | -8.8% | +82.9% | +64.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling