+63.9%
CSCO vs GEHC
-4.8%
+68.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +0.5% |
| 7D | -0.7% | -4.0% | +3.3% | -0.9% |
| 30D | -10.1% | -2.0% | -8.2% | -10.2% |
| 3M | -15.7% | +8.0% | -23.7% | -15.5% |
| 6M | +36.3% | -12.8% | +49.0% | +37.3% |
| YTD | +43.8% | -15.9% | +59.8% | +44.7% |
| 1Y | +63.9% | -6.9% | +70.9% | +65.4% |
| All | +63.9% | -4.8% | +68.8% | +65.4% |
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