+39.8%
BKNG vs GEHC
-1.1%
+41.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.9% |
| 7D | -10.7% | -7.9% | -2.8% | -8.4% |
| 30D | -18.1% | -11.7% | -6.4% | -15.0% |
| 3M | +8.5% | +0.8% | +7.7% | +8.2% |
| 6M | -0.1% | -11.6% | +11.5% | +3.0% |
| YTD | -18.2% | -21.6% | +3.3% | -13.0% |
| 1Y | -19.9% | -15.3% | -4.6% | -16.7% |
| All | +39.8% | -1.1% | +41.0% | +33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling