+12.0%
GEHC vs ALL
+114.6%
-102.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.7% | -2.5% |
| 7D | -5.2% | -1.7% | -3.5% | -4.8% |
| 30D | -7.0% | -4.7% | -2.3% | -6.0% |
| 3M | +3.3% | +18.4% | -15.1% | -0.6% |
| 6M | -10.0% | +20.5% | -30.5% | -13.8% |
| YTD | -18.5% | +23.5% | -42.0% | -22.4% |
| 1Y | -14.4% | +29.0% | -43.4% | -19.3% |
| 3Y | +3.4% | +153.7% | -150.3% | -7.6% |
| All | +12.0% | +114.6% | -102.6% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling