+15.7%
GEHC vs ALL
+42.7%
-27.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.9% | +3.5% | +5.5% |
| 7D | +13.2% | +7.5% | +5.6% | +10.9% |
| 30D | +30.6% | +19.7% | +10.9% | +24.1% |
| 3M | +22.2% | +2.9% | +19.3% | +21.2% |
| 6M | +40.8% | +23.5% | +17.3% | +31.1% |
| YTD | +4.8% | +31.1% | -26.3% | -4.8% |
| 1Y | +15.7% | +40.5% | -24.7% | +4.7% |
| All | +15.7% | +42.7% | -27.0% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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