+25.6%
HAL vs GEHC
+15.6%
+10.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.4% | -9.5% | -2.7% |
| 7D | -7.7% | +13.2% | -20.9% | -7.0% |
| 30D | +0.7% | +30.6% | -29.9% | +2.0% |
| 3M | +2.5% | +22.2% | -19.7% | +3.6% |
| 6M | -20.7% | +40.8% | -61.5% | -19.5% |
| YTD | +18.4% | +4.8% | +13.6% | +24.8% |
| 1Y | +25.6% | +15.7% | +9.9% | +34.9% |
| All | +25.6% | +15.6% | +10.0% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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