+157.4%
GE vs HAL
-18.9%
+176.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +5.4% | -6.5% | +11.9% | +7.7% |
| 30D | +9.6% | -2.1% | +11.8% | +10.1% |
| 3M | -7.7% | -4.9% | -2.9% | -6.8% |
| 6M | +14.0% | -19.3% | +33.3% | +20.6% |
| YTD | +10.2% | +14.3% | -4.1% | +1.7% |
| 1Y | +8.9% | +17.3% | -8.4% | -0.6% |
| 3Y | +273.7% | -10.9% | +284.6% | +263.2% |
| 5Y | +410.2% | +47.4% | +362.8% | +275.8% |
| 10Y | +157.4% | -20.8% | +178.2% | +78.3% |
| All | +157.4% | -18.9% | +176.4% | +78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling