-6.9%
GEHC vs DLTR
+29.2%
-36.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -4.0% | +2.5% | -6.5% | -4.5% |
| 30D | -2.0% | +2.1% | -4.0% | -2.5% |
| 3M | +8.0% | +20.3% | -12.3% | +4.2% |
| 6M | -12.8% | +11.5% | -24.3% | -14.4% |
| YTD | -15.9% | +6.8% | -22.8% | -16.7% |
| 1Y | -6.9% | +31.1% | -38.0% | -14.3% |
| All | -6.9% | +29.2% | -36.2% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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