+68.3%
HAL vs GD
+13.1%
+55.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.1% |
| 7D | +2.9% | -5.3% | +8.2% | +4.3% |
| 30D | +17.0% | -6.4% | +23.5% | +19.0% |
| 3M | -9.7% | +5.7% | -15.4% | -11.5% |
| 6M | +8.6% | -0.9% | +9.6% | +10.4% |
| YTD | +33.0% | +8.2% | +24.8% | +27.3% |
| 1Y | +68.3% | +13.4% | +54.9% | +64.2% |
| All | +68.3% | +13.1% | +55.2% | +64.2% |
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