+9.3%
GEHC vs GH
+297.3%
-288.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.5% |
| 7D | -7.6% | -0.2% | -7.5% | -7.6% |
| 30D | -10.7% | -2.6% | -8.0% | -10.5% |
| 3M | -1.2% | +25.1% | -26.3% | -3.9% |
| 6M | -13.7% | +78.5% | -92.2% | -19.4% |
| YTD | -20.4% | +59.4% | -79.8% | -25.0% |
| 1Y | -17.0% | +173.9% | -190.9% | -26.8% |
| 3Y | +0.9% | +382.7% | -381.8% | -19.2% |
| All | +9.3% | +297.3% | -288.1% | -9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling