+4.2%
HAL vs GH
+486.6%
-482.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.8% |
| 7D | -1.3% | -0.2% | -1.2% | -1.3% |
| 30D | +10.9% | -2.6% | +13.5% | +11.1% |
| 3M | -5.8% | +25.1% | -30.9% | -8.1% |
| 6M | +8.1% | +78.5% | -70.4% | +1.5% |
| YTD | +33.2% | +59.4% | -26.2% | +26.1% |
| 1Y | +74.2% | +173.9% | -99.7% | +54.8% |
| 3Y | -3.7% | +382.7% | -386.4% | -22.1% |
| 5Y | +111.9% | +24.4% | +87.5% | +88.5% |
| All | +4.2% | +486.6% | -482.4% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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