-17.8%
GEHC vs DINO
+116.3%
-134.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -7.2% | +2.3% | -9.5% | -6.9% |
| 30D | -11.6% | +22.6% | -34.2% | -9.2% |
| 3M | -0.8% | +55.2% | -56.1% | +5.5% |
| 6M | -11.9% | +93.8% | -105.7% | -3.6% |
| YTD | -21.9% | +139.5% | -161.5% | -15.6% |
| 1Y | -17.8% | +115.3% | -133.1% | -11.7% |
| All | -17.8% | +116.3% | -134.2% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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