+22.7%
C vs GEHC
+14.6%
+8.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.0% | +0.4% | +2.1% |
| 7D | -0.9% | +5.6% | -6.5% | -1.7% |
| 30D | -5.4% | +27.9% | -33.3% | -8.7% |
| 3M | -9.2% | +17.1% | -26.3% | -11.2% |
| 6M | -1.8% | +32.5% | -34.4% | -6.5% |
| YTD | +6.7% | +2.7% | +4.0% | +7.6% |
| All | +22.7% | +14.6% | +8.1% | +18.6% |
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