+19.2%
GEHC vs BIL
+13.8%
+5.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.6% |
| 7D | +0.8% | +0.1% | +0.7% | +1.2% |
| 30D | +21.3% | +0.3% | +21.0% | +23.4% |
| 3M | +12.6% | +1.0% | +11.6% | +17.2% |
| 6M | +34.3% | +1.9% | +32.4% | +44.4% |
| YTD | +1.4% | +3.2% | -1.8% | +16.0% |
| 1Y | +12.5% | +3.7% | +8.8% | +32.0% |
| 3Y | +19.2% | +13.8% | +5.4% | -15.1% |
| All | +19.2% | +13.8% | +5.4% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling