+436.7%
GE vs HAL
+101.7%
+335.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.5% |
| 7D | +1.2% | +0.5% | +0.7% | +1.0% |
| 30D | -9.5% | +15.9% | -25.4% | -12.4% |
| 3M | +4.1% | -8.7% | +12.8% | +5.8% |
| 6M | +3.9% | +9.0% | -5.1% | +0.5% |
| YTD | +9.0% | +32.0% | -23.0% | +0.3% |
| 1Y | +21.9% | +72.5% | -50.5% | +4.2% |
| 3Y | +281.8% | -4.5% | +286.3% | +270.4% |
| 5Y | +436.7% | +109.7% | +327.1% | +244.5% |
| All | +436.7% | +101.7% | +335.1% | +244.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling