-22.5%
ADBE vs GEHC
+4.1%
-26.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.3% |
| 7D | -8.9% | -7.6% | -1.3% | -6.9% |
| 30D | -6.6% | -10.7% | +4.0% | -3.7% |
| 3M | +7.1% | -1.2% | +8.4% | +7.5% |
| 6M | -9.8% | -13.7% | +4.0% | -6.8% |
| YTD | -27.2% | -20.4% | -6.8% | -23.3% |
| 1Y | -28.0% | -17.0% | -11.0% | -25.1% |
| 3Y | -54.5% | +0.9% | -55.5% | -55.7% |
| All | -22.5% | +4.1% | -26.5% | -23.6% |
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 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