+398.8%
HL vs GEHC
-1.1%
+399.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.5% |
| 7D | -5.6% | -7.9% | +2.2% | -2.7% |
| 30D | +12.7% | -11.7% | +24.4% | +18.1% |
| 3M | +42.5% | +0.8% | +41.7% | +40.8% |
| 6M | -9.0% | -11.6% | +2.6% | -5.3% |
| YTD | +4.4% | -21.6% | +26.0% | +13.8% |
| 1Y | +82.7% | -15.3% | +98.0% | +92.3% |
| All | +398.8% | -1.1% | +399.9% | +384.7% |
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