+133.6%
ADI vs GEHC
+4.1%
+129.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.3% |
| 7D | +2.6% | -7.6% | +10.3% | +5.3% |
| 30D | -4.6% | -10.7% | +6.0% | -1.1% |
| 3M | -9.5% | -1.2% | -8.3% | -10.2% |
| 6M | +14.8% | -13.7% | +28.6% | +19.6% |
| YTD | +35.8% | -20.4% | +56.2% | +46.3% |
| 1Y | +48.9% | -17.0% | +66.0% | +57.2% |
| 3Y | +115.6% | +0.9% | +114.6% | +108.6% |
| All | +133.6% | +4.1% | +129.6% | +125.7% |
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