+11.3%
GEHC vs IP
-0.2%
+11.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -1.9% |
| 7D | +7.6% | -5.1% | +12.6% | +9.0% |
| 30D | +27.5% | +8.5% | +18.9% | +24.9% |
| 3M | +17.2% | -13.8% | +31.1% | +21.1% |
| 6M | +33.6% | +5.7% | +27.9% | +29.4% |
| YTD | +0.6% | -9.1% | +9.8% | +0.5% |
| 1Y | +11.3% | -0.8% | +12.1% | +9.4% |
| All | +11.3% | -0.2% | +11.5% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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