+290.3%
HPE vs GEHC
+6.6%
+283.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.0% | +10.8% | +8.5% |
| 7D | +10.1% | -5.2% | +15.3% | +11.5% |
| 30D | +5.3% | -7.0% | +12.2% | +7.1% |
| 3M | +12.7% | +3.3% | +9.4% | +10.5% |
| 6M | +167.7% | -10.0% | +177.7% | +173.0% |
| YTD | +135.5% | -18.5% | +153.9% | +147.6% |
| 1Y | +143.4% | -14.4% | +157.8% | +150.9% |
| 3Y | +249.2% | +3.4% | +245.7% | +239.9% |
| All | +290.3% | +6.6% | +283.7% | +277.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling