+10.9%
GEHC vs HDB
-29.4%
+40.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | -2.3% | +4.1% | -6.4% | -3.7% |
| 30D | +19.0% | +13.0% | +6.1% | +13.8% |
| 3M | +13.3% | +11.3% | +2.0% | +8.8% |
| 6M | +31.5% | +6.9% | +24.6% | +26.4% |
| YTD | 0.0% | -29.6% | +29.6% | +4.6% |
| All | +10.9% | -29.4% | +40.2% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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