+58.2%
HCA vs GEHC
-1.1%
+59.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.2% |
| 7D | +2.9% | -7.9% | +10.8% | +4.9% |
| 30D | +2.4% | -11.7% | +14.1% | +5.3% |
| 3M | +13.0% | +0.8% | +12.2% | +12.4% |
| 6M | -21.4% | -11.6% | -9.8% | -19.7% |
| YTD | -9.5% | -21.6% | +12.1% | -5.1% |
| 1Y | +7.5% | -15.3% | +22.8% | +10.3% |
| All | +58.2% | -1.1% | +59.4% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 3y: compounded portfolio wealth divided by compounded GEHC 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…
3y analysis · Full analysis span regression · 6 months rolling