+58.4%
DAL vs GEHC
+14.6%
+43.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.0% | +3.3% | +4.5% |
| 7D | +10.0% | +5.6% | +4.4% | +7.9% |
| 30D | +12.0% | +27.9% | -15.9% | +2.4% |
| 3M | +0.8% | +17.1% | -16.4% | -4.9% |
| 6M | +26.2% | +32.5% | -6.4% | +12.5% |
| YTD | +33.7% | +2.7% | +31.0% | +33.4% |
| All | +58.4% | +14.6% | +43.8% | +46.2% |
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