+15.7%
GEHC vs APD
+36.4%
-20.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.9% | +4.5% | +6.0% |
| 7D | +13.2% | +3.8% | +9.4% | +12.4% |
| 30D | +30.6% | +14.1% | +16.5% | +27.6% |
| 3M | +22.2% | +8.2% | +14.0% | +20.5% |
| 6M | +40.8% | +7.5% | +33.3% | +39.2% |
| YTD | +4.8% | +31.7% | -26.8% | -0.3% |
| 1Y | +15.7% | +35.1% | -19.4% | +11.3% |
| All | +15.7% | +36.4% | -20.6% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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