+12.0%
GEHC vs GEN
+40.9%
-28.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.3% | -2.2% |
| 7D | -5.2% | -0.7% | -4.5% | -5.0% |
| 30D | -7.0% | +2.6% | -9.6% | -7.8% |
| 3M | +3.3% | +15.8% | -12.5% | -1.6% |
| 6M | -10.0% | +33.1% | -43.1% | -18.4% |
| YTD | -18.5% | +11.3% | -29.8% | -21.7% |
| 1Y | -14.4% | +1.7% | -16.1% | -15.3% |
| 3Y | +3.4% | +58.1% | -54.7% | -7.7% |
| All | +12.0% | +40.9% | -28.9% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling