+25.6%
HAL vs GD
+9.0%
+16.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.6% | -2.5% |
| 7D | -7.7% | +3.0% | -10.7% | -8.4% |
| 30D | +0.7% | +10.5% | -9.9% | -1.9% |
| 3M | +2.5% | -5.0% | +7.4% | +3.5% |
| 6M | -20.7% | +5.5% | -26.2% | -22.1% |
| YTD | +18.4% | +10.3% | +8.0% | +11.2% |
| 1Y | +25.6% | +8.2% | +17.4% | +19.0% |
| All | +25.6% | +9.0% | +16.6% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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