-5.8%
HAL vs GEHC
+33.6%
-39.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -6.5% | +3.7% | -10.2% | -7.3% |
| 30D | -2.1% | +27.3% | -29.4% | -7.4% |
| 3M | -4.9% | +14.7% | -19.6% | -8.0% |
| 6M | -19.3% | +31.9% | -51.2% | -25.0% |
| YTD | +14.3% | +2.2% | +12.1% | +13.5% |
| 1Y | +17.3% | +14.1% | +3.2% | +12.4% |
| 3Y | -10.9% | +21.0% | -31.9% | -16.7% |
| All | -5.8% | +33.6% | -39.4% | -15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling