+11.3%
GEHC vs DOCS
-49.1%
+60.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.4% |
| 7D | +7.6% | -0.8% | +8.4% | +7.7% |
| 30D | +27.5% | +17.4% | +10.0% | +25.9% |
| 3M | +17.2% | +57.4% | -40.1% | +12.8% |
| 6M | +33.6% | +26.5% | +7.0% | +30.0% |
| YTD | +0.6% | -26.6% | +27.2% | +2.1% |
| 1Y | +11.3% | -48.1% | +59.3% | +16.3% |
| All | +11.3% | -49.1% | +60.4% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling