+15.7%
GEHC vs ESTC
+1.6%
+14.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.9% | +7.3% | +6.4% |
| 7D | +13.2% | -15.9% | +29.0% | +14.5% |
| 30D | +30.6% | -5.5% | +36.1% | +30.9% |
| 3M | +22.2% | +26.2% | -4.0% | +19.7% |
| 6M | +40.8% | +77.0% | -36.2% | +35.6% |
| YTD | +4.8% | +18.9% | -14.0% | +2.1% |
| 1Y | +15.7% | +1.3% | +14.4% | +11.6% |
| All | +15.7% | +1.6% | +14.2% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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