+8.9%
HAL vs GEHC
+6.6%
+2.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | 0.0% |
| 7D | +0.5% | -5.2% | +5.6% | +1.7% |
| 30D | +15.9% | -7.0% | +22.9% | +17.8% |
| 3M | -8.7% | +3.3% | -12.0% | -10.0% |
| 6M | +9.0% | -10.0% | +19.0% | +10.8% |
| YTD | +32.0% | -18.5% | +50.5% | +38.2% |
| 1Y | +72.5% | -14.4% | +86.9% | +77.2% |
| 3Y | -4.5% | +3.4% | -8.0% | -6.7% |
| All | +8.9% | +6.6% | +2.2% | +3.4% |
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