+575.8%
ASX vs GEHC
+32.0%
+543.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.3% | +7.9% | +6.9% |
| 7D | +0.8% | -3.7% | +4.6% | +1.9% |
| 30D | -20.4% | +22.0% | -42.4% | -24.4% |
| 3M | -2.1% | +13.6% | -15.8% | -5.4% |
| 6M | +8.2% | +34.0% | -25.8% | -1.8% |
| YTD | +137.3% | +0.9% | +136.4% | +136.8% |
| 1Y | +155.0% | +12.7% | +142.3% | +143.2% |
| 3Y | +397.9% | +19.4% | +378.5% | +359.7% |
| All | +575.8% | +32.0% | +543.8% | +510.9% |
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 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