+15.7%
GEHC vs OPEN
-72.7%
+88.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +13.8% | -7.4% | +5.5% |
| 7D | +13.2% | +3.7% | +9.5% | +12.8% |
| 30D | +30.6% | -14.3% | +44.9% | +31.1% |
| 3M | +22.2% | -51.9% | +74.1% | +25.4% |
| 6M | +40.8% | -61.4% | +102.2% | +45.6% |
| YTD | +4.8% | -66.0% | +70.9% | +9.2% |
| 1Y | +15.7% | -71.4% | +87.1% | +20.6% |
| All | +15.7% | -72.7% | +88.4% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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