+14.1%
GEHC vs HDB
-27.5%
+41.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -0.7% |
| 7D | +3.7% | +12.7% | -9.0% | -0.6% |
| 30D | +27.3% | +16.6% | +10.7% | +20.5% |
| 3M | +14.7% | +10.8% | +4.0% | +10.4% |
| 6M | +31.9% | +3.8% | +28.1% | +28.6% |
| YTD | +2.2% | -28.9% | +31.1% | +6.1% |
| 1Y | +14.1% | -28.0% | +42.0% | +18.0% |
| All | +14.1% | -27.5% | +41.5% | +18.0% |
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