+63.9%
HAL vs GWW
+29.1%
+34.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.7% |
| 7D | -3.3% | -3.4% | 0.0% | -3.1% |
| 30D | +8.2% | -1.9% | +10.1% | +8.3% |
| 3M | -9.4% | -2.4% | -7.0% | -9.4% |
| 6M | +0.6% | +15.7% | -15.1% | -1.9% |
| YTD | +28.6% | +27.6% | +1.0% | +21.8% |
| 1Y | +63.9% | +27.2% | +36.7% | +49.7% |
| All | +63.9% | +29.1% | +34.8% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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