+15.7%
GEHC vs CSGP
-53.2%
+68.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.0% | +2.4% | +5.7% |
| 7D | +13.2% | +18.3% | -5.1% | +10.0% |
| 30D | +30.6% | +17.8% | +12.8% | +25.4% |
| 3M | +22.2% | +9.3% | +12.9% | +19.0% |
| 6M | +40.8% | -7.9% | +48.7% | +40.8% |
| YTD | +4.8% | -51.5% | +56.4% | +17.8% |
| 1Y | +15.7% | -53.3% | +69.0% | +32.6% |
| All | +15.7% | -53.2% | +68.9% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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