+12.0%
GEHC vs EAT
+535.3%
-523.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.4% | +0.3% | -2.6% |
| 7D | -5.2% | -4.9% | -0.3% | -4.6% |
| 30D | -7.0% | -1.2% | -5.8% | -7.0% |
| 3M | +3.3% | +52.2% | -48.9% | -1.8% |
| 6M | -10.0% | +65.0% | -75.0% | -15.6% |
| YTD | -18.5% | +55.0% | -73.5% | -23.2% |
| 1Y | -14.4% | +42.1% | -56.5% | -18.6% |
| 3Y | +3.4% | +614.7% | -611.3% | -20.1% |
| All | +12.0% | +535.3% | -523.4% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling