+12.7%
GEHC vs IRE
-97.4%
+110.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +12.1% | -13.4% | -1.2% |
| 7D | -3.7% | -15.1% | +11.4% | -3.7% |
| 30D | +22.0% | -71.4% | +93.4% | +22.0% |
| 3M | +13.6% | -81.2% | +94.8% | +13.7% |
| 6M | +34.0% | -93.7% | +127.8% | +36.3% |
| YTD | +0.9% | -92.2% | +93.1% | +0.1% |
| 1Y | +12.7% | -97.3% | +110.0% | +11.9% |
| All | +12.7% | -97.4% | +110.2% | +11.9% |
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