+12.0%
GEHC vs OPEN
+108.8%
-96.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -2.9% |
| 7D | -5.2% | +1.0% | -6.2% | -5.2% |
| 30D | -7.0% | -11.9% | +4.9% | -6.4% |
| 3M | +3.3% | -28.8% | +32.1% | +4.7% |
| 6M | -10.0% | -38.6% | +28.6% | -8.4% |
| YTD | -18.5% | -47.3% | +28.9% | -16.5% |
| 1Y | -14.4% | -49.2% | +34.8% | -14.0% |
| 3Y | +3.4% | -18.8% | +22.2% | -5.9% |
| All | +12.0% | +108.8% | -96.9% | -15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling