+595.7%
HAL vs GD
+20,186.5%
-19,590.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.3% |
| 7D | +2.9% | -5.3% | +8.2% | +5.7% |
| 30D | +17.0% | -6.4% | +23.5% | +20.9% |
| 3M | -9.7% | +5.7% | -15.4% | -12.6% |
| 6M | +8.6% | -0.9% | +9.6% | +8.0% |
| YTD | +33.0% | +8.2% | +24.8% | +26.5% |
| 1Y | +68.3% | +13.4% | +54.9% | +56.1% |
| 3Y | +0.1% | +68.5% | -68.4% | -24.0% |
| 5Y | +102.6% | +97.2% | +5.5% | +44.5% |
| 10Y | +3.8% | +190.2% | -186.4% | -34.9% |
| All | +595.7% | +20,186.5% | -19,590.8% | +114.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling