+38.2%
GEHC vs DAR
-18.0%
+56.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.5% |
| 7D | +7.6% | -9.9% | +17.5% | +9.4% |
| 30D | +27.5% | -16.4% | +43.8% | +31.0% |
| 3M | +17.2% | -17.1% | +34.3% | +20.3% |
| 6M | +33.6% | -20.5% | +54.1% | +37.8% |
| YTD | +0.6% | +39.4% | -38.8% | -8.8% |
| 1Y | +11.3% | +57.2% | -45.9% | -2.1% |
| 3Y | +16.5% | +13.9% | +2.6% | +5.8% |
| All | +38.2% | -18.0% | +56.2% | +32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling