+152.0%
GE vs HAL
-13.9%
+165.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.8% | -0.7% |
| 7D | +2.7% | +6.1% | -3.4% | +0.6% |
| 30D | +8.1% | +2.9% | +5.2% | +6.7% |
| 3M | -7.9% | +3.3% | -11.2% | -9.5% |
| 6M | +12.9% | -16.9% | +29.8% | +18.3% |
| YTD | +8.2% | +21.2% | -13.0% | -2.0% |
| 1Y | +9.7% | +27.5% | -17.9% | -2.7% |
| 3Y | +266.1% | -6.4% | +272.6% | +250.2% |
| 5Y | +407.4% | +58.0% | +349.4% | +264.7% |
| All | +152.0% | -13.9% | +165.9% | +71.5% |
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