+109.7%
HAL vs GH
+22.3%
+87.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.7% |
| 7D | +0.5% | -2.1% | +2.6% | +0.6% |
| 30D | +15.9% | -4.5% | +20.4% | +16.2% |
| 3M | -8.7% | +28.9% | -37.6% | -10.5% |
| 6M | +9.0% | +76.5% | -67.5% | +4.2% |
| YTD | +32.0% | +57.6% | -25.6% | +27.0% |
| 1Y | +72.5% | +167.5% | -95.1% | +58.1% |
| 3Y | -4.5% | +377.4% | -381.9% | -18.5% |
| 5Y | +109.7% | +23.8% | +85.8% | +66.2% |
| All | +109.7% | +22.3% | +87.4% | +66.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling