+595.7%
HAL vs GWW
+14,492.5%
-13,896.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.0% |
| 7D | +2.9% | +1.4% | +1.5% | +2.2% |
| 30D | +17.0% | +3.3% | +13.8% | +15.1% |
| 3M | -9.7% | +2.9% | -12.6% | -11.5% |
| 6M | +8.6% | +15.8% | -7.2% | -0.2% |
| YTD | +33.0% | +32.0% | +1.0% | +14.3% |
| 1Y | +68.3% | +29.9% | +38.4% | +45.2% |
| 3Y | +0.1% | +91.1% | -91.0% | -29.3% |
| 5Y | +102.6% | +223.9% | -121.3% | +7.5% |
| 10Y | +3.8% | +567.0% | -563.2% | -61.1% |
| All | +595.7% | +14,492.5% | -13,896.8% | -10.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling