-10.9%
HAL vs GEHC
+22.7%
-33.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -6.5% | +3.7% | -10.2% | -7.4% |
| 30D | -2.1% | +27.3% | -29.4% | -8.0% |
| 3M | -4.9% | +14.7% | -19.6% | -8.3% |
| 6M | -19.3% | +31.9% | -51.2% | -25.7% |
| YTD | +14.3% | +2.2% | +12.1% | +14.0% |
| 1Y | +17.3% | +14.1% | +3.2% | +11.8% |
| 3Y | -10.9% | +21.0% | -31.9% | -19.1% |
| All | -10.9% | +22.7% | -33.6% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling