-4.6%
HAL vs GWW
+91.0%
-95.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +1.9% | +0.3% |
| 7D | +0.5% | -1.5% | +2.0% | +1.0% |
| 30D | +15.9% | +1.1% | +14.8% | +15.3% |
| 3M | -8.7% | -1.0% | -7.7% | -8.9% |
| 6M | +9.0% | +16.3% | -7.3% | +0.7% |
| YTD | +32.0% | +28.5% | +3.5% | +15.4% |
| 1Y | +72.5% | +30.3% | +42.2% | +49.4% |
| All | -4.6% | +91.0% | -95.6% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling