+12.0%
GEHC vs ED
+25.7%
-13.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.1% |
| 7D | -5.2% | +0.5% | -5.7% | -5.2% |
| 30D | -7.0% | +1.1% | -8.1% | -7.1% |
| 3M | +3.3% | +4.6% | -1.3% | +3.1% |
| 6M | -10.0% | -2.0% | -8.0% | -9.9% |
| YTD | -18.5% | +11.7% | -30.2% | -19.1% |
| 1Y | -14.4% | +15.7% | -30.1% | -15.4% |
| 3Y | +3.4% | +34.4% | -30.9% | -2.3% |
| All | +12.0% | +25.7% | -13.8% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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