-6.9%
GEHC vs IR
-1.2%
-5.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.8% |
| 7D | -4.0% | -2.8% | -1.2% | -2.8% |
| 30D | -2.0% | -15.1% | +13.2% | +5.5% |
| 3M | +8.0% | +6.1% | +1.9% | +3.5% |
| 6M | -12.8% | -16.8% | +4.0% | -6.3% |
| YTD | -15.9% | -3.5% | -12.4% | -16.4% |
| 1Y | -6.9% | -3.5% | -3.4% | -7.2% |
| All | -6.9% | -1.2% | -5.7% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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