+15.7%
GEHC vs HAS
+66.3%
-50.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.1% | +3.3% | +5.5% |
| 7D | +13.2% | +2.4% | +10.7% | +12.4% |
| 30D | +30.6% | +31.6% | -1.0% | +20.7% |
| 3M | +22.2% | +33.9% | -11.7% | +12.4% |
| 6M | +40.8% | +31.4% | +9.4% | +29.0% |
| YTD | +4.8% | +51.6% | -46.8% | -14.0% |
| 1Y | +15.7% | +65.2% | -49.5% | -11.3% |
| All | +15.7% | +66.3% | -50.6% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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