+20.0%
GE vs HAL
+74.7%
-54.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | -1.6% | +2.9% | -4.5% | -1.5% |
| 30D | -11.6% | +17.0% | -28.6% | -11.0% |
| 3M | +3.0% | -9.7% | +12.7% | +3.5% |
| 6M | -0.5% | +8.6% | -9.2% | -2.7% |
| YTD | +9.7% | +33.0% | -23.2% | +3.8% |
| 1Y | +20.0% | +68.3% | -48.3% | +8.2% |
| All | +20.0% | +74.7% | -54.7% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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