+18.0%
CI vs GEHC
+15.6%
+2.5%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.4% | -3.0% | +2.8% |
| 7D | +3.5% | +13.2% | -9.6% | +2.4% |
| 30D | +12.6% | +30.6% | -18.0% | +10.1% |
| 3M | +12.1% | +22.2% | -10.1% | +10.1% |
| 6M | +10.6% | +40.8% | -30.3% | +7.8% |
| YTD | +12.8% | +4.8% | +8.0% | +12.1% |
| 1Y | +18.0% | +15.7% | +2.3% | +19.1% |
| All | +18.0% | +15.6% | +2.5% | +19.1% |
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