+594.5%
GE vs GEHC
+6.6%
+587.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.4% | +0.1% |
| 7D | +1.2% | -5.2% | +6.3% | +2.6% |
| 30D | -9.5% | -7.0% | -2.5% | -7.8% |
| 3M | +4.1% | +3.3% | +0.8% | +2.3% |
| 6M | +3.9% | -10.0% | +13.9% | +6.1% |
| YTD | +9.0% | -18.5% | +27.5% | +14.2% |
| 1Y | +21.9% | -14.4% | +36.3% | +25.3% |
| 3Y | +281.8% | +3.4% | +278.4% | +262.9% |
| All | +594.5% | +6.6% | +587.8% | +535.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling