+41.0%
GEHC vs DOCS
-7.7%
+48.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.9% |
| 7D | +5.6% | 0.0% | +5.6% | +5.7% |
| 30D | +27.9% | +7.8% | +20.1% | +26.9% |
| 3M | +17.1% | +20.0% | -2.8% | +14.7% |
| 6M | +32.5% | +26.5% | +6.0% | +27.9% |
| YTD | +2.7% | -25.8% | +28.4% | +4.5% |
| 1Y | +15.3% | -39.5% | +54.7% | +19.8% |
| 3Y | +23.7% | +60.3% | -36.7% | +10.5% |
| All | +41.0% | -7.7% | +48.7% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling