+514.0%
ASX vs GEHC
+34.3%
+479.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.0% | +6.6% | +8.1% |
| 7D | -12.3% | +5.6% | -17.9% | -13.4% |
| 30D | -26.0% | +27.9% | -53.9% | -30.5% |
| 3M | -8.1% | +17.1% | -25.3% | -11.9% |
| 6M | +1.4% | +32.5% | -31.2% | -7.4% |
| YTD | +115.6% | +2.7% | +112.9% | +114.2% |
| 1Y | +128.0% | +15.3% | +112.8% | +116.2% |
| 3Y | +371.4% | +23.7% | +347.7% | +331.5% |
| All | +514.0% | +34.3% | +479.7% | +452.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling