-14.1%
GEHC vs BEN
+45.6%
-59.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.9% |
| 7D | -7.6% | +3.4% | -11.0% | -8.7% |
| 30D | -10.7% | +1.8% | -12.4% | -11.2% |
| 3M | -1.2% | +8.4% | -9.6% | -5.2% |
| 6M | -13.7% | +35.6% | -49.4% | -27.1% |
| YTD | -20.4% | +46.4% | -66.8% | -35.9% |
| All | -14.1% | +45.6% | -59.6% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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