+389.6%
BE vs GEHC
-16.2%
+405.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -3.7% |
| 7D | +23.9% | -7.6% | +31.6% | +20.6% |
| 30D | +27.8% | -10.7% | +38.5% | +23.1% |
| 3M | +3.7% | -1.2% | +4.9% | +4.8% |
| 6M | +78.0% | -13.7% | +91.7% | +84.9% |
| YTD | +209.9% | -20.4% | +230.3% | +224.3% |
| 1Y | +389.6% | -17.0% | +406.6% | +407.3% |
| All | +389.6% | -16.2% | +405.8% | +407.3% |
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