-33.2%
ACN vs GEHC
+4.1%
-37.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.1% |
| 7D | -6.3% | -7.6% | +1.3% | -4.1% |
| 30D | -1.4% | -10.7% | +9.3% | +1.9% |
| 3M | +2.6% | -1.2% | +3.8% | +2.9% |
| 6M | -14.3% | -13.7% | -0.6% | -11.3% |
| YTD | -33.1% | -20.4% | -12.7% | -29.3% |
| 1Y | -28.8% | -17.0% | -11.8% | -25.7% |
| 3Y | -43.0% | +0.9% | -43.9% | -44.4% |
| All | -33.2% | +4.1% | -37.2% | -36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling