+29.3%
HWM vs GEHC
-12.1%
+41.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -3.0% | -7.7% | -10.5% |
| 7D | -9.2% | -5.2% | -4.0% | -8.8% |
| 30D | -17.9% | -7.0% | -10.9% | -17.5% |
| 3M | -6.0% | +3.3% | -9.4% | -6.3% |
| 6M | -7.4% | -10.0% | +2.6% | -6.0% |
| YTD | +13.1% | -18.5% | +31.6% | +14.7% |
| 1Y | +29.3% | -14.4% | +43.7% | +29.0% |
| All | +29.3% | -12.1% | +41.4% | +29.0% |
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