+599.1%
GE vs GEHC
+10.0%
+589.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.4% |
| 7D | -1.6% | -4.0% | +2.4% | -0.5% |
| 30D | -11.6% | -2.0% | -9.6% | -11.2% |
| 3M | +3.0% | +8.0% | -5.0% | 0.0% |
| 6M | -0.5% | -12.8% | +12.2% | +2.6% |
| YTD | +9.7% | -15.9% | +25.7% | +14.0% |
| 1Y | +20.0% | -6.9% | +27.0% | +20.2% |
| 3Y | +275.8% | 0.0% | +275.9% | +260.3% |
| All | +599.1% | +10.0% | +589.1% | +534.7% |
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 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