+147.8%
GE vs HAL
+5.2%
+142.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | +0.6% |
| 7D | -2.8% | -3.3% | +0.5% | -1.7% |
| 30D | -11.9% | +7.2% | -19.1% | -14.2% |
| 3M | +1.8% | -8.8% | +10.6% | +4.2% |
| 6M | -0.6% | +3.0% | -3.6% | -3.6% |
| YTD | +5.5% | +29.4% | -23.9% | -6.0% |
| 1Y | +15.0% | +62.8% | -47.9% | -6.5% |
| 3Y | +269.5% | -6.4% | +276.0% | +254.4% |
| 5Y | +422.4% | +103.6% | +318.8% | +241.5% |
| All | +147.8% | +5.2% | +142.6% | +60.6% |
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