+12.0%
GEHC vs BEN
+58.0%
-46.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | -5.2% | +4.7% | -9.9% | -6.9% |
| 30D | -7.0% | +2.6% | -9.6% | -8.0% |
| 3M | +3.3% | +11.5% | -8.2% | -1.7% |
| 6M | -10.0% | +35.3% | -45.3% | -21.5% |
| YTD | -18.5% | +48.6% | -67.1% | -31.7% |
| 1Y | -14.4% | +46.7% | -61.1% | -28.1% |
| 3Y | +3.4% | +57.0% | -53.6% | -18.3% |
| All | +12.0% | +58.0% | -46.1% | -15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling