+18.7%
HPQ vs GEHC
-4.8%
+23.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.5% | +2.5% |
| 7D | +6.9% | -4.0% | +10.9% | +8.0% |
| 30D | +14.4% | -2.0% | +16.4% | +15.1% |
| 3M | +25.6% | +8.0% | +17.6% | +23.1% |
| 6M | +75.0% | -12.8% | +87.8% | +82.3% |
| YTD | +50.7% | -15.9% | +66.6% | +59.1% |
| 1Y | +18.7% | -6.9% | +25.6% | +17.1% |
| All | +18.7% | -4.8% | +23.5% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling