+103.6%
HAL vs GPN
-46.4%
+150.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.8% | -4.6% | -3.3% |
| 7D | -3.3% | -3.5% | +0.2% | -2.4% |
| 30D | +7.2% | +3.1% | +4.1% | +6.0% |
| 3M | -8.8% | +42.3% | -51.1% | -18.2% |
| 6M | +3.0% | +20.9% | -17.9% | -3.9% |
| YTD | +29.4% | +15.2% | +14.2% | +21.7% |
| 1Y | +62.8% | +5.4% | +57.4% | +57.0% |
| 3Y | -6.4% | -27.4% | +21.0% | -0.1% |
| 5Y | +103.6% | -44.2% | +147.8% | +139.4% |
| All | +103.6% | -46.4% | +150.0% | +139.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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