+41.0%
GEHC vs BIL
+18.4%
+22.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.2% |
| 7D | +5.6% | +0.1% | +5.6% | +6.3% |
| 30D | +27.9% | 0.0% | +27.9% | +27.0% |
| 3M | +17.1% | +0.6% | +16.6% | +20.1% |
| 6M | +32.5% | +1.5% | +31.0% | +42.1% |
| YTD | +2.7% | +2.8% | -0.1% | +18.4% |
| 1Y | +15.3% | +3.3% | +11.9% | +37.4% |
| 3Y | +23.7% | +13.4% | +10.3% | +100.2% |
| All | +41.0% | +18.4% | +22.6% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling