+269.4%
HPE vs GEHC
+0.3%
+269.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.5% | +5.8% |
| 7D | +13.6% | -7.6% | +21.3% | +16.1% |
| 30D | +7.7% | -10.7% | +18.4% | +11.1% |
| 3M | +22.4% | -1.2% | +23.6% | +21.4% |
| 6M | +172.6% | -13.7% | +186.3% | +183.1% |
| YTD | +147.5% | -20.4% | +167.9% | +164.8% |
| 1Y | +151.8% | -17.0% | +168.8% | +163.4% |
| All | +269.4% | +0.3% | +269.1% | +241.7% |
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