+534.0%
HAL vs GIS
+1,368.5%
-834.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.4% | +0.7% | +2.5% |
| 7D | +6.1% | -3.4% | +9.4% | +7.1% |
| 30D | +2.9% | +6.9% | -4.0% | +0.6% |
| 3M | +3.3% | -10.1% | +13.5% | +5.8% |
| 6M | -16.9% | +5.9% | -22.8% | -19.3% |
| YTD | +21.2% | -21.1% | +42.3% | +27.5% |
| 1Y | +27.5% | -22.5% | +50.0% | +34.9% |
| 3Y | -6.4% | -39.0% | +32.5% | +4.8% |
| 5Y | +58.0% | -33.3% | +91.3% | +69.5% |
| 10Y | -14.6% | -17.0% | +2.4% | -17.8% |
| All | +534.0% | +1,368.5% | -834.5% | +166.5% |
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