+51.9%
EQT vs GEHC
+2.6%
+49.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | -1.2% | -7.9% | +6.7% | 0.0% |
| 30D | +1.1% | -11.7% | +12.8% | +3.0% |
| 3M | +4.8% | +0.8% | +4.0% | +4.4% |
| 6M | -10.6% | -11.6% | +1.0% | -9.3% |
| YTD | +3.4% | -21.6% | +25.0% | +7.0% |
| 1Y | +8.7% | -15.3% | +24.0% | +10.6% |
| 3Y | +35.0% | -0.5% | +35.5% | +29.5% |
| All | +51.9% | +2.6% | +49.3% | +39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling