+18.4%
GEHC vs DOCS
+50.6%
-32.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.3% | +1.9% | -2.0% |
| 7D | +9.6% | -1.3% | +10.9% | +9.7% |
| 30D | +29.4% | +19.4% | +10.0% | +27.3% |
| 3M | +19.3% | +53.4% | -34.1% | +14.0% |
| 6M | +37.4% | +28.8% | +8.6% | +32.8% |
| YTD | +2.3% | -25.1% | +27.4% | +3.8% |
| 1Y | +11.0% | -48.1% | +59.1% | +16.5% |
| All | +18.4% | +50.6% | -32.2% | +9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling