+31.6%
HPQ vs GEHC
-15.7%
+47.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.5% | +8.9% | +8.5% |
| 7D | +9.8% | -7.2% | +16.9% | +11.7% |
| 30D | +22.4% | -11.6% | +33.9% | +26.1% |
| 3M | +45.2% | -0.8% | +46.0% | +45.3% |
| 6M | +96.4% | -11.9% | +108.3% | +101.2% |
| YTD | +65.4% | -21.9% | +87.3% | +78.1% |
| 1Y | +31.6% | -17.8% | +49.4% | +32.2% |
| All | +31.6% | -15.7% | +47.2% | +32.2% |
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