+23.7%
GEHC vs A
+67.3%
-43.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +0.5% |
| 7D | +5.6% | +4.8% | +0.9% | +3.2% |
| 30D | +27.9% | +5.6% | +22.2% | +24.2% |
| 3M | +17.1% | +23.6% | -6.5% | +4.9% |
| 6M | +32.5% | +56.4% | -23.8% | +4.0% |
| YTD | +2.7% | +33.4% | -30.7% | -12.1% |
| 1Y | +15.3% | +23.7% | -8.4% | +2.9% |
| 3Y | +23.7% | +71.0% | -47.3% | -5.6% |
| All | +23.7% | +67.3% | -43.6% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling