-15.0%
GEHC vs GEN
+0.8%
-15.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.3% | -2.4% |
| 7D | -5.2% | -0.7% | -4.5% | -5.0% |
| 30D | -7.0% | +2.6% | -9.6% | -7.6% |
| 3M | +3.3% | +15.8% | -12.5% | -0.5% |
| 6M | -10.0% | +33.1% | -43.1% | -16.2% |
| YTD | -18.5% | +11.3% | -29.8% | -17.3% |
| All | -15.0% | +0.8% | -15.8% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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