+1,133.7%
BE vs GEHC
+6.6%
+1,127.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.0% | +12.7% | +10.5% |
| 7D | +29.8% | -5.2% | +34.9% | +31.5% |
| 30D | +26.4% | -7.0% | +33.3% | +28.7% |
| 3M | +9.3% | +3.3% | +6.0% | +6.0% |
| 6M | +105.1% | -10.0% | +115.1% | +108.6% |
| YTD | +219.0% | -18.5% | +237.5% | +238.5% |
| 1Y | +418.8% | -14.4% | +433.2% | +433.1% |
| 3Y | +1,784.6% | +3.4% | +1,781.1% | +1,553.2% |
| All | +1,133.7% | +6.6% | +1,127.1% | +932.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling