-17.8%
GEHC vs EWJ
+26.9%
-44.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.3% |
| 7D | -7.2% | +0.3% | -7.4% | -7.3% |
| 30D | -11.6% | +0.8% | -12.3% | -11.8% |
| 3M | -0.8% | +7.5% | -8.3% | -4.7% |
| 6M | -11.9% | +15.6% | -27.5% | -20.0% |
| YTD | -21.9% | +22.7% | -44.7% | -32.2% |
| 1Y | -17.8% | +26.4% | -44.3% | -29.9% |
| All | -17.8% | +26.9% | -44.8% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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