+29.4%
B vs GEHC
+15.6%
+13.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.4% | +1.9% | +7.0% |
| 7D | +1.1% | +13.2% | -12.1% | -1.1% |
| 30D | +0.3% | +30.6% | -30.3% | -4.3% |
| 3M | +5.4% | +22.2% | -16.8% | +1.7% |
| 6M | +5.5% | +40.8% | -35.3% | -1.6% |
| YTD | -6.3% | +4.8% | -11.2% | -5.3% |
| 1Y | +29.4% | +15.7% | +13.6% | +32.0% |
| All | +29.4% | +15.6% | +13.8% | +32.0% |
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