+15.7%
GEHC vs LEN
-21.9%
+37.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +7.1% | -0.7% | +4.1% |
| 7D | +13.2% | +10.5% | +2.7% | +9.6% |
| 30D | +30.6% | +24.6% | +6.0% | +21.4% |
| 3M | +22.2% | +6.6% | +15.6% | +19.2% |
| 6M | +40.8% | +10.6% | +30.2% | +34.3% |
| YTD | +4.8% | -8.3% | +13.1% | +5.6% |
| 1Y | +15.7% | -22.5% | +38.2% | +23.2% |
| All | +15.7% | -21.9% | +37.6% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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