+59.4%
BE vs GEHC
+11.3%
+48.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -4.0% |
| 7D | +20.5% | -2.3% | +22.8% | +19.3% |
| 30D | -23.4% | +19.0% | -42.4% | -16.7% |
| 3M | -14.9% | +13.3% | -28.1% | -9.3% |
| 6M | -28.1% | +31.5% | -59.6% | -17.7% |
| YTD | +132.4% | 0.0% | +132.4% | +162.6% |
| 1Y | +59.4% | +9.4% | +50.0% | +82.5% |
| All | +59.4% | +11.3% | +48.1% | +82.5% |
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