+15.7%
GEHC vs EXPE
+48.9%
-33.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.5% | -4.2% | +4.7% |
| 7D | +13.2% | +14.6% | -1.5% | +10.7% |
| 30D | +30.6% | +21.4% | +9.2% | +26.7% |
| 3M | +22.2% | +1.4% | +20.8% | +21.4% |
| 6M | +40.8% | +28.6% | +12.2% | +35.9% |
| YTD | +4.8% | +12.1% | -7.3% | +3.1% |
| 1Y | +15.7% | +50.0% | -34.3% | +12.8% |
| All | +15.7% | +48.9% | -33.2% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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