+15.7%
GEHC vs IRE
-97.6%
+113.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -23.2% | +29.6% | +6.4% |
| 7D | +13.2% | -46.8% | +60.0% | +13.2% |
| 30D | +30.6% | -75.5% | +106.1% | +31.0% |
| 3M | +22.2% | -79.4% | +101.6% | +22.6% |
| 6M | +40.8% | -91.3% | +132.1% | +43.0% |
| YTD | +4.8% | -90.8% | +95.7% | +3.5% |
| 1Y | +15.7% | -97.7% | +113.4% | +18.6% |
| All | +15.7% | -97.6% | +113.3% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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