+518.0%
HAL vs GIS
+1,363.8%
-845.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.1% | +4.5% | +3.7% |
| 7D | -0.2% | -4.6% | +4.4% | +1.0% |
| 30D | +1.0% | +6.6% | -5.6% | -1.2% |
| 3M | -2.1% | -8.1% | +6.0% | -0.4% |
| 6M | -17.5% | +4.9% | -22.4% | -19.7% |
| YTD | +18.1% | -21.4% | +39.5% | +24.4% |
| 1Y | +19.7% | -21.6% | +41.3% | +26.1% |
| 3Y | -7.9% | -39.3% | +31.4% | +3.3% |
| 5Y | +53.1% | -33.2% | +86.2% | +64.1% |
| 10Y | -16.8% | -17.3% | +0.5% | -19.8% |
| All | +518.0% | +1,363.8% | -845.8% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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