+38.6%
GEHC vs OPEN
-7.1%
+45.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.2% | -5.5% | -1.5% |
| 7D | -3.7% | -31.1% | +27.3% | -2.0% |
| 30D | +22.0% | -34.7% | +56.7% | +24.4% |
| 3M | +13.6% | -61.9% | +75.5% | +18.8% |
| 6M | +34.0% | -71.9% | +105.9% | +41.7% |
| YTD | +0.9% | -76.6% | +77.5% | +7.2% |
| 1Y | +12.7% | -83.9% | +96.6% | +21.8% |
| 3Y | +19.4% | -34.4% | +53.8% | +8.4% |
| All | +38.6% | -7.1% | +45.7% | +8.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling