+15.5%
GEHC vs GH
+294.0%
-278.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.3% |
| 7D | -4.0% | -0.1% | -3.9% | -4.0% |
| 30D | -2.0% | -1.1% | -0.9% | -1.9% |
| 3M | +8.0% | +21.3% | -13.3% | +5.4% |
| 6M | -12.8% | +73.5% | -86.3% | -18.3% |
| YTD | -15.9% | +58.0% | -74.0% | -20.7% |
| 1Y | -6.9% | +163.1% | -170.0% | -17.5% |
| 3Y | 0.0% | +361.0% | -361.1% | -19.6% |
| All | +15.5% | +294.0% | -278.5% | -4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling