+38.2%
GEHC vs OPEN
-4.8%
+43.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -21.8% | +20.2% | -0.5% |
| 7D | +7.6% | -22.2% | +29.8% | +8.8% |
| 30D | +27.5% | -38.3% | +65.8% | +30.3% |
| 3M | +17.2% | -59.4% | +76.6% | +22.2% |
| 6M | +33.6% | -74.4% | +108.0% | +42.0% |
| YTD | +0.6% | -76.0% | +76.6% | +6.8% |
| 1Y | +11.3% | -78.7% | +90.0% | +18.4% |
| 3Y | +16.5% | -30.0% | +46.5% | +5.3% |
| All | +38.2% | -4.8% | +43.0% | +7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling