+12.7%
GEHC vs HST
+54.6%
-41.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | -3.7% | -1.3% | -2.5% | -3.3% |
| 30D | +22.0% | +13.4% | +8.6% | +15.5% |
| 3M | +13.6% | +16.7% | -3.1% | +6.2% |
| 6M | +34.0% | +24.0% | +10.0% | +18.7% |
| YTD | +0.9% | +54.0% | -53.0% | -21.5% |
| 1Y | +12.7% | +55.0% | -42.3% | -12.7% |
| All | +12.7% | +54.6% | -41.9% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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