+15.7%
GEHC vs A
+24.4%
-8.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.0% | +5.4% | +6.0% |
| 7D | +13.2% | -2.4% | +15.6% | +14.2% |
| 30D | +30.6% | +3.6% | +27.0% | +28.7% |
| 3M | +22.2% | +27.5% | -5.3% | +11.0% |
| 6M | +40.8% | +58.5% | -17.6% | +15.6% |
| YTD | +4.8% | +31.2% | -26.4% | -3.7% |
| 1Y | +15.7% | +22.2% | -6.5% | +10.6% |
| All | +15.7% | +24.4% | -8.7% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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