+499.1%
HAL vs GD
+20,112.4%
-19,613.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -0.9% | -2.1% |
| 7D | -11.1% | -3.9% | -7.2% | -9.3% |
| 30D | -2.4% | +8.1% | -10.5% | -6.2% |
| 3M | +0.8% | -6.8% | +7.6% | +4.2% |
| 6M | -22.8% | +3.0% | -25.8% | -24.5% |
| YTD | +14.5% | +7.8% | +6.7% | +9.0% |
| 1Y | +20.2% | +5.8% | +14.4% | +15.4% |
| 3Y | -15.2% | +55.3% | -70.5% | -33.0% |
| 5Y | +42.5% | +96.7% | -54.1% | +1.7% |
| 10Y | -16.5% | +195.4% | -211.9% | -48.0% |
| All | +499.1% | +20,112.4% | -19,613.3% | +84.6% |
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