+18.9%
HAL vs GD
+5.1%
+13.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.1% |
| 7D | -12.0% | -5.0% | -7.0% | -10.7% |
| 30D | +0.3% | +8.9% | -8.6% | -1.9% |
| 3M | -1.6% | -8.0% | +6.4% | +0.3% |
| 6M | -20.5% | +2.9% | -23.4% | -21.4% |
| YTD | +14.2% | +7.1% | +7.2% | +8.0% |
| 1Y | +18.9% | +5.9% | +12.9% | +13.0% |
| All | +18.9% | +5.1% | +13.8% | +13.0% |
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