+34.0%
GEHC vs DAR
-14.7%
+48.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.1% | -6.3% | -0.4% |
| 7D | -3.7% | +3.6% | -7.3% | -3.2% |
| 30D | +22.0% | -11.3% | +33.3% | +19.6% |
| 3M | +13.6% | -13.1% | +26.7% | +11.3% |
| 6M | +34.0% | -15.1% | +49.1% | +29.8% |
| All | +34.0% | -14.7% | +48.7% | +29.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling