+17.3%
HAL vs GAP
-5.7%
+23.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.1% |
| 7D | -6.5% | -0.1% | -6.4% | -6.4% |
| 30D | -2.1% | -5.4% | +3.3% | -2.1% |
| 3M | -4.9% | +2.9% | -7.7% | -4.9% |
| 6M | -19.3% | -4.4% | -14.9% | -18.9% |
| YTD | +14.3% | -11.6% | +25.9% | +15.4% |
| 1Y | +17.3% | -6.0% | +23.3% | +18.0% |
| All | +17.3% | -5.7% | +23.0% | +18.0% |
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