+14.6%
GEHC vs JD
-6.7%
+21.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.5% | +2.5% |
| 7D | +5.6% | +7.9% | -2.3% | +4.0% |
| 30D | +27.9% | +4.8% | +23.1% | +26.5% |
| 3M | +17.1% | -13.9% | +31.1% | +19.7% |
| 6M | +32.5% | -5.8% | +38.4% | +33.2% |
| YTD | +2.7% | +2.4% | +0.2% | +4.0% |
| All | +14.6% | -6.7% | +21.3% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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