+38.2%
GEHC vs ALLY
+75.4%
-37.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.1% |
| 7D | +7.6% | +0.9% | +6.7% | +7.3% |
| 30D | +27.5% | +3.1% | +24.4% | +26.3% |
| 3M | +17.2% | -12.6% | +29.8% | +21.9% |
| 6M | +33.6% | -12.4% | +46.0% | +38.6% |
| YTD | +0.6% | -13.2% | +13.8% | +4.4% |
| 1Y | +11.3% | +1.8% | +9.5% | +10.5% |
| 3Y | +16.5% | +58.0% | -41.5% | +5.0% |
| All | +38.2% | +75.4% | -37.2% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling