+9.3%
GEHC vs MET
+49.2%
-39.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | -7.6% | -0.8% | -6.9% | -7.3% |
| 30D | -10.7% | -1.4% | -9.3% | -10.2% |
| 3M | -1.2% | +12.5% | -13.7% | -6.8% |
| 6M | -13.7% | +37.1% | -50.8% | -25.9% |
| YTD | -20.4% | +23.8% | -44.2% | -28.6% |
| 1Y | -17.0% | +24.1% | -41.2% | -25.8% |
| 3Y | +0.9% | +65.2% | -64.3% | -18.0% |
| All | +9.3% | +49.2% | -39.9% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 5y: compounded portfolio wealth divided by compounded MET 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…
5y analysis · Full analysis span regression · 6 months rolling