+7.2%
GEHC vs DHI
+68.0%
-60.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.0% |
| 7D | -7.2% | -3.4% | -3.8% | -6.1% |
| 30D | -11.6% | -5.4% | -6.1% | -10.0% |
| 3M | -0.8% | -10.4% | +9.6% | +2.3% |
| 6M | -11.9% | -2.8% | -9.1% | -11.6% |
| YTD | -21.9% | -3.4% | -18.5% | -21.7% |
| 1Y | -17.8% | -22.9% | +5.1% | -12.1% |
| 3Y | -3.5% | +20.7% | -24.2% | -14.2% |
| All | +7.2% | +68.0% | -60.8% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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