+570.3%
ASX vs GEHC
+10.0%
+560.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | -0.7% | -4.0% | +3.3% | +0.3% |
| 30D | +2.0% | -2.0% | +3.9% | +2.4% |
| 3M | -1.3% | +8.0% | -9.3% | -4.8% |
| 6M | +71.4% | -12.8% | +84.2% | +77.7% |
| YTD | +135.3% | -15.9% | +151.2% | +146.3% |
| 1Y | +267.5% | -6.9% | +274.4% | +267.8% |
| 3Y | +388.5% | 0.0% | +388.5% | +371.9% |
| All | +570.3% | +10.0% | +560.3% | +535.6% |
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 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