+15.5%
GEHC vs BEN
+58.4%
-42.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.8% | -2.6% |
| 7D | -4.0% | +0.2% | -4.2% | -4.1% |
| 30D | -2.0% | -0.5% | -1.4% | -1.9% |
| 3M | +8.0% | +9.7% | -1.7% | +3.4% |
| 6M | -12.8% | +33.9% | -46.7% | -23.6% |
| YTD | -15.9% | +49.0% | -64.9% | -29.6% |
| 1Y | -6.9% | +42.1% | -49.0% | -20.8% |
| 3Y | 0.0% | +51.9% | -51.9% | -20.1% |
| All | +15.5% | +58.4% | -42.9% | -13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling