-10.6%
BA vs GEHC
+12.6%
-23.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +1.9% | +0.9% |
| 7D | -1.4% | -3.7% | +2.4% | -0.8% |
| 30D | -7.9% | +22.0% | -29.9% | -10.5% |
| 3M | -25.2% | +13.6% | -38.8% | -26.5% |
| 6M | -26.7% | +34.0% | -60.8% | -30.2% |
| YTD | -19.6% | +0.9% | -20.5% | -22.6% |
| 1Y | -10.6% | +12.7% | -23.3% | -13.3% |
| All | -10.6% | +12.6% | -23.2% | -13.3% |
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