-6.9%
GEHC vs TDY
+11.8%
-18.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -4.0% | -1.8% | -2.2% | -3.6% |
| 30D | -2.0% | -10.7% | +8.7% | +0.7% |
| 3M | +8.0% | -1.3% | +9.3% | +7.1% |
| 6M | -12.8% | -10.6% | -2.2% | -10.8% |
| YTD | -15.9% | +19.6% | -35.5% | -22.8% |
| 1Y | -6.9% | +11.6% | -18.6% | -12.5% |
| All | -6.9% | +11.8% | -18.7% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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