+18.5%
HON vs GEHC
+0.3%
+18.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.0% |
| 7D | -0.6% | -7.6% | +7.1% | +1.3% |
| 30D | -15.4% | -10.7% | -4.7% | -13.2% |
| 3M | -9.1% | -1.2% | -7.9% | -9.3% |
| 6M | -17.1% | -13.7% | -3.3% | -14.5% |
| YTD | +1.5% | -20.4% | +21.9% | +6.8% |
| 1Y | -1.3% | -17.0% | +15.7% | +2.3% |
| All | +18.5% | +0.3% | +18.2% | +12.4% |
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