+9.4%
GEHC vs IBB
+30.0%
-20.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.2% | +0.3% |
| 7D | -2.3% | +1.6% | -3.9% | -3.2% |
| 30D | +19.0% | +6.7% | +12.3% | +14.6% |
| 3M | +13.3% | +6.3% | +7.0% | +8.9% |
| 6M | +31.5% | +23.9% | +7.6% | +13.6% |
| YTD | 0.0% | +26.6% | -26.6% | -15.3% |
| 1Y | +9.4% | +29.6% | -20.3% | -8.7% |
| All | +9.4% | +30.0% | -20.7% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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