+131.8%
ADI vs GEHC
+10.0%
+121.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.0% |
| 7D | +0.4% | -4.0% | +4.4% | +1.8% |
| 30D | -3.8% | -2.0% | -1.8% | -3.2% |
| 3M | -15.3% | +8.0% | -23.2% | -18.6% |
| 6M | +6.7% | -12.8% | +19.5% | +11.3% |
| YTD | +34.8% | -15.9% | +50.7% | +42.6% |
| 1Y | +49.0% | -6.9% | +56.0% | +50.6% |
| 3Y | +108.1% | 0.0% | +108.1% | +100.9% |
| All | +131.8% | +10.0% | +121.9% | +119.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling