+76.3%
DE vs GEHC
+0.3%
+76.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | 0.0% |
| 7D | -3.0% | -7.6% | +4.6% | -1.2% |
| 30D | +11.1% | -10.7% | +21.8% | +14.0% |
| 3M | +17.6% | -1.2% | +18.8% | +17.3% |
| 6M | +13.6% | -13.7% | +27.3% | +17.2% |
| YTD | +46.3% | -20.4% | +66.7% | +54.2% |
| 1Y | +44.2% | -17.0% | +61.2% | +49.8% |
| All | +76.3% | +0.3% | +76.0% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling