+151.2%
DOCN vs GEHC
+33.8%
+117.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -2.4% | -13.5% | -14.9% |
| 7D | -29.3% | +9.6% | -38.9% | -31.8% |
| 30D | -46.0% | +29.4% | -75.4% | -51.4% |
| 3M | -43.2% | +19.3% | -62.5% | -47.4% |
| 6M | -53.7% | +37.4% | -91.1% | -60.7% |
| YTD | +46.9% | +2.3% | +44.6% | +43.5% |
| 1Y | +54.3% | +11.0% | +43.3% | +43.2% |
| 3Y | +185.5% | +17.6% | +167.9% | +150.9% |
| All | +151.2% | +33.8% | +117.4% | +110.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling