+17.5%
GEHC vs GH
+598.5%
-581.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -2.3% | +0.9% | -3.2% | -2.4% |
| 30D | +19.0% | -4.5% | +23.5% | +19.4% |
| 3M | +13.3% | -6.2% | +19.5% | +13.7% |
| 6M | +31.5% | +55.0% | -23.4% | +25.2% |
| YTD | 0.0% | +51.6% | -51.6% | -5.2% |
| 1Y | +9.4% | +58.3% | -48.9% | +3.2% |
| All | +17.5% | +598.5% | -581.0% | -6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling