+3.5%
B vs GEHC
+11.3%
-7.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.9% |
| 7D | -6.2% | -2.3% | -3.9% | -5.8% |
| 30D | -6.6% | +19.0% | -25.7% | -9.2% |
| 3M | -7.9% | +13.3% | -21.2% | -9.7% |
| 6M | -16.8% | +31.5% | -48.3% | -20.7% |
| YTD | -11.7% | 0.0% | -11.7% | -10.4% |
| 1Y | +3.5% | +9.4% | -5.9% | +4.9% |
| All | +3.5% | +11.3% | -7.8% | +4.9% |
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