-6.9%
GEHC vs IBN
-4.0%
-2.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -4.0% | +1.4% | -5.4% | -4.6% |
| 30D | -2.0% | -0.3% | -1.6% | -1.8% |
| 3M | +8.0% | +17.1% | -9.1% | -0.7% |
| 6M | -12.8% | +3.4% | -16.2% | -16.4% |
| YTD | -15.9% | +2.5% | -18.5% | -18.8% |
| 1Y | -6.9% | -4.2% | -2.8% | -9.4% |
| All | -6.9% | -4.0% | -2.9% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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