+25.0%
HL vs GPN
+20.6%
+4.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -1.9% | +15.1% | +13.4% |
| 7D | +0.2% | +15.0% | -14.8% | -2.1% |
| 30D | -12.1% | +16.9% | -29.0% | -14.4% |
| 3M | -2.8% | +9.2% | -12.0% | -4.2% |
| 6M | -14.9% | +34.7% | -49.6% | -20.8% |
| YTD | -22.0% | +25.4% | -47.4% | -24.5% |
| 1Y | +25.0% | +21.7% | +3.3% | +22.5% |
| All | +25.0% | +20.6% | +4.4% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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