+154.7%
ADI vs GEHC
+32.6%
+122.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.2% |
| 7D | +9.5% | +0.8% | +8.7% | +9.2% |
| 30D | -1.4% | +21.3% | -22.7% | -7.6% |
| 3M | +4.7% | +12.6% | -7.8% | +0.5% |
| 6M | -7.4% | +34.3% | -41.7% | -17.8% |
| YTD | +48.1% | +1.4% | +46.6% | +47.0% |
| 1Y | +69.6% | +12.5% | +57.2% | +61.0% |
| 3Y | +144.4% | +19.2% | +125.2% | +122.3% |
| All | +154.7% | +32.6% | +122.0% | +126.7% |
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