-13.5%
HAL vs GD
+55.3%
-68.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -0.9% | -2.1% |
| 7D | -11.1% | -3.9% | -7.2% | -9.2% |
| 30D | -2.4% | +8.1% | -10.5% | -6.3% |
| 3M | +0.8% | -6.8% | +7.6% | +4.3% |
| 6M | -22.8% | +3.0% | -25.8% | -24.7% |
| YTD | +14.5% | +7.8% | +6.7% | +7.7% |
| 1Y | +20.2% | +5.8% | +14.4% | +14.4% |
| All | -13.5% | +55.3% | -68.8% | -39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling