-14.9%
HAL vs GEN
+152.9%
-167.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.4% | +0.7% | +2.5% |
| 7D | +6.1% | +2.0% | +4.0% | +5.6% |
| 30D | +2.9% | +27.7% | -24.8% | -3.8% |
| 3M | +3.3% | +3.3% | +0.1% | +1.5% |
| 6M | -16.9% | +31.8% | -48.7% | -24.2% |
| YTD | +21.2% | +13.5% | +7.7% | +14.3% |
| 1Y | +27.5% | +16.0% | +11.5% | +19.5% |
| 3Y | -6.4% | +70.6% | -77.0% | -22.4% |
| 5Y | +58.0% | +32.1% | +25.9% | +36.7% |
| All | -14.9% | +152.9% | -167.8% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling