+2,874.1%
GE vs HAL
+500.1%
+2,374.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +6.3% | -7.9% | +14.1% | +8.4% |
| 30D | +8.9% | -2.1% | +10.9% | +9.2% |
| 3M | -9.2% | +0.4% | -9.6% | -9.8% |
| 6M | +13.2% | -19.2% | +32.5% | +18.0% |
| YTD | +9.4% | +14.4% | -5.0% | +3.6% |
| 1Y | +9.8% | +18.0% | -8.2% | +3.0% |
| 3Y | +278.2% | -9.7% | +287.9% | +270.4% |
| 5Y | +396.0% | +40.1% | +355.9% | +318.0% |
| 10Y | +162.4% | -19.1% | +181.5% | +124.4% |
| All | +2,874.1% | +500.1% | +2,374.0% | +1,391.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling