+63.9%
HAL vs GWRE
-44.7%
+108.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.6% |
| 7D | -3.3% | -13.2% | +9.9% | -3.6% |
| 30D | +8.2% | -18.6% | +26.7% | +7.9% |
| 3M | -9.4% | +18.9% | -28.3% | -8.9% |
| 6M | +0.6% | -11.0% | +11.6% | -0.1% |
| YTD | +28.6% | -29.9% | +58.5% | +21.8% |
| 1Y | +63.9% | -44.3% | +108.2% | +44.5% |
| All | +63.9% | -44.7% | +108.6% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 1y: compounded portfolio wealth divided by compounded GWRE 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…
1y analysis · Full analysis span regression · 6 months rolling