+8.9%
GE vs HAL
+17.0%
-8.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +5.4% | -6.5% | +11.9% | +4.2% |
| 30D | +9.6% | -2.1% | +11.8% | +9.2% |
| 3M | -7.7% | -4.9% | -2.9% | -8.5% |
| 6M | +14.0% | -19.3% | +33.3% | +11.0% |
| YTD | +10.2% | +14.3% | -4.1% | +4.1% |
| 1Y | +8.9% | +17.3% | -8.4% | +2.6% |
| All | +8.9% | +17.0% | -8.1% | +2.6% |
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 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