+9.4%
GEHC vs DRI
+36.6%
-27.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.7% |
| 7D | -2.3% | -0.3% | -1.9% | -2.1% |
| 30D | +19.0% | +10.8% | +8.2% | +15.0% |
| 3M | +13.3% | +0.9% | +12.4% | +12.8% |
| 6M | +31.5% | +16.3% | +15.2% | +24.3% |
| YTD | 0.0% | +27.8% | -27.8% | -11.1% |
| 1Y | +9.4% | +33.9% | -24.5% | -5.7% |
| All | +9.4% | +36.6% | -27.3% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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