-15.3%
GEHC vs BBWI
-35.0%
+19.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.3% |
| 7D | -7.9% | -8.0% | +0.2% | -7.1% |
| 30D | -11.7% | -6.6% | -5.1% | -11.2% |
| 3M | +0.8% | -2.7% | +3.5% | +0.6% |
| 6M | -11.6% | -12.8% | +1.2% | -11.1% |
| YTD | -21.6% | -10.5% | -11.1% | -20.7% |
| 1Y | -15.3% | -35.3% | +20.0% | -11.0% |
| All | -15.3% | -35.0% | +19.7% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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