+2,780.6%
HL vs GPN
+2,494.6%
+286.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.7% | -4.6% |
| 7D | -5.6% | -3.5% | -2.1% | -4.6% |
| 30D | +12.7% | +3.1% | +9.6% | +11.4% |
| 3M | +42.5% | +42.3% | +0.2% | +26.0% |
| 6M | -9.0% | +20.9% | -29.9% | -15.4% |
| YTD | +4.4% | +15.2% | -10.8% | -2.3% |
| 1Y | +82.7% | +5.4% | +77.2% | +74.8% |
| 3Y | +406.3% | -27.4% | +433.7% | +430.4% |
| 5Y | +238.2% | -44.2% | +282.4% | +276.9% |
| 10Y | +268.9% | +27.4% | +241.5% | +202.2% |
| All | +2,780.6% | +2,494.6% | +286.0% | +862.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling