+14.6%
GEHC vs LII
-28.3%
+42.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +2.0% |
| 7D | +5.6% | -1.2% | +6.8% | +5.6% |
| 30D | +27.9% | -2.0% | +29.8% | +27.6% |
| 3M | +17.1% | -20.2% | +37.4% | +17.3% |
| 6M | +32.5% | -32.5% | +65.1% | +30.2% |
| YTD | +2.7% | -27.4% | +30.0% | -3.8% |
| All | +14.6% | -28.3% | +42.9% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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