+10.9%
GEHC vs DAR
+60.0%
-49.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -0.7% |
| 7D | -2.3% | +9.2% | -11.5% | -1.2% |
| 30D | +19.0% | -12.3% | +31.3% | +17.4% |
| 3M | +13.3% | -12.7% | +26.0% | +11.8% |
| 6M | +31.5% | -12.8% | +44.3% | +30.3% |
| YTD | 0.0% | +53.8% | -53.8% | -5.8% |
| All | +10.9% | +60.0% | -49.2% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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