+107.9%
ASX vs GEHC
+9.4%
+98.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.1% | +6.3% |
| 7D | -19.9% | +7.6% | -27.5% | -19.1% |
| 30D | -30.9% | +27.5% | -58.3% | -28.9% |
| 3M | -15.1% | +17.2% | -32.3% | -13.5% |
| 6M | -6.5% | +33.6% | -40.1% | -4.4% |
| YTD | +98.4% | +0.6% | +97.8% | +112.0% |
| 1Y | +107.9% | +11.3% | +96.6% | +115.6% |
| All | +107.9% | +9.4% | +98.5% | +115.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling