+41.0%
GEHC vs HDB
-20.5%
+61.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.7% | -0.7% | +1.4% |
| 7D | +5.6% | +13.7% | -8.1% | +2.4% |
| 30D | +27.9% | +15.8% | +12.0% | +23.4% |
| 3M | +17.1% | +9.2% | +7.9% | +14.4% |
| 6M | +32.5% | +3.2% | +29.4% | +30.7% |
| YTD | +2.7% | -29.4% | +32.0% | +8.6% |
| 1Y | +15.3% | -27.9% | +43.2% | +21.4% |
| 3Y | +23.7% | -5.9% | +29.5% | +23.2% |
| All | +41.0% | -20.5% | +61.5% | +46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling