+32.1%
HAL vs GWRE
+749.2%
-717.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.9% | +1.9% |
| 7D | -1.3% | -26.2% | +24.9% | +4.2% |
| 30D | +10.9% | -17.8% | +28.6% | +14.2% |
| 3M | -5.8% | +14.2% | -20.1% | -10.3% |
| 6M | +8.1% | -12.9% | +21.0% | +7.7% |
| YTD | +33.2% | -29.2% | +62.4% | +38.1% |
| 1Y | +74.2% | -44.4% | +118.6% | +90.6% |
| 3Y | -3.7% | +51.1% | -54.8% | -20.8% |
| 5Y | +111.9% | +16.5% | +95.4% | +81.6% |
| 10Y | +7.4% | +131.6% | -124.2% | -23.6% |
| All | +32.1% | +749.2% | -717.1% | -19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling