+2,883.5%
GE vs HAL
+597.8%
+2,285.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | -1.6% | +2.9% | -4.5% | -2.3% |
| 30D | -11.6% | +17.0% | -28.6% | -15.1% |
| 3M | +3.0% | -9.7% | +12.7% | +4.9% |
| 6M | -0.5% | +8.6% | -9.2% | -3.8% |
| YTD | +9.7% | +33.0% | -23.2% | +0.5% |
| 1Y | +20.0% | +68.3% | -48.3% | +3.1% |
| 3Y | +275.8% | +0.1% | +275.7% | +259.0% |
| 5Y | +429.1% | +102.6% | +326.4% | +307.6% |
| 10Y | +151.2% | +3.8% | +147.3% | +103.3% |
| All | +2,883.5% | +597.8% | +2,285.8% | +1,347.1% |
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