+14.1%
GEHC vs ALLY
-1.7%
+15.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.8% | +0.6% |
| 7D | +3.7% | -0.7% | +4.4% | +4.1% |
| 30D | +27.3% | +1.1% | +26.2% | +26.7% |
| 3M | +14.7% | -13.2% | +27.9% | +22.2% |
| 6M | +31.9% | -13.5% | +45.4% | +40.0% |
| YTD | +2.2% | -14.3% | +16.5% | +8.8% |
| 1Y | +14.1% | -1.1% | +15.2% | +13.2% |
| All | +14.1% | -1.7% | +15.8% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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