-15.0%
GEHC vs DAR
+115.2%
-130.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.9% | -6.0% | -3.0% |
| 7D | -5.2% | -0.9% | -4.3% | -5.2% |
| 30D | -7.0% | +13.0% | -19.9% | -6.9% |
| 3M | +3.3% | +15.0% | -11.7% | +3.3% |
| 6M | -10.0% | +26.8% | -36.8% | -11.6% |
| YTD | -18.5% | +86.4% | -104.9% | -24.5% |
| All | -15.0% | +115.2% | -130.2% | -23.3% |
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