-17.8%
GEHC vs TD
+60.9%
-78.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | -7.2% | -0.5% | -6.6% | -7.0% |
| 30D | -11.6% | -1.9% | -9.7% | -11.1% |
| 3M | -0.8% | +4.8% | -5.6% | -4.4% |
| 6M | -11.9% | +28.0% | -39.9% | -26.4% |
| YTD | -21.9% | +30.3% | -52.2% | -35.7% |
| 1Y | -17.8% | +59.8% | -77.6% | -39.3% |
| All | -17.8% | +60.9% | -78.8% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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