+2,832.6%
GE vs HAL
+516.7%
+2,315.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.3% |
| 7D | +5.1% | +2.6% | +2.5% | +4.5% |
| 30D | +7.6% | -0.1% | +7.6% | +7.3% |
| 3M | -9.3% | -1.1% | -8.2% | -9.5% |
| 6M | +11.5% | -20.7% | +32.3% | +16.8% |
| YTD | +7.9% | +17.5% | -9.7% | +1.5% |
| 1Y | +7.6% | +24.1% | -16.5% | -0.2% |
| 3Y | +265.9% | -8.4% | +274.2% | +257.1% |
| 5Y | +405.9% | +53.2% | +352.7% | +317.0% |
| 10Y | +149.6% | -17.2% | +166.8% | +112.3% |
| All | +2,832.6% | +516.7% | +2,315.9% | +1,361.3% |
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