+15.7%
GEHC vs GH
+80.5%
-64.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.7% | +10.1% | +6.7% |
| 7D | +13.2% | -7.7% | +20.8% | +13.9% |
| 30D | +30.6% | -10.0% | +40.6% | +31.8% |
| 3M | +22.2% | +5.5% | +16.7% | +21.3% |
| 6M | +40.8% | +84.9% | -44.1% | +28.5% |
| YTD | +4.8% | +65.0% | -60.2% | -5.4% |
| 1Y | +15.7% | +71.8% | -56.1% | +2.6% |
| All | +15.7% | +80.5% | -64.8% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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