+15.7%
GEHC vs CG
-14.1%
+29.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.5% | +1.9% | +5.2% |
| 7D | +13.2% | +9.4% | +3.7% | +10.6% |
| 30D | +30.6% | +8.7% | +21.9% | +27.7% |
| 3M | +22.2% | -15.0% | +37.2% | +26.4% |
| 6M | +40.8% | -13.2% | +54.0% | +46.2% |
| YTD | +4.8% | -26.2% | +31.0% | +14.3% |
| 1Y | +15.7% | -14.1% | +29.8% | +16.4% |
| All | +15.7% | -14.1% | +29.8% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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