+16.5%
GEHC vs D
+79.5%
-63.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.2% |
| 7D | +7.6% | +3.0% | +4.6% | +6.7% |
| 30D | +27.5% | +11.5% | +16.0% | +23.4% |
| 3M | +17.2% | +3.7% | +13.5% | +15.9% |
| 6M | +33.6% | +13.5% | +20.1% | +28.2% |
| YTD | +0.6% | +20.7% | -20.1% | -5.4% |
| 1Y | +11.3% | +18.2% | -6.9% | +5.1% |
| 3Y | +16.5% | +73.3% | -56.8% | -2.9% |
| All | +16.5% | +79.5% | -63.0% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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